Customized Financial Planning Programs

When seeking assistance in planning for your financial future, you want a service that gives you its full attention and tailors its programs to your own personal needs. That’s exactly how Barbera & Barbera conducts its business.

By approaching financial planning from a personal angle, they can offer planning and advice in a number of areas.

Our staff is experienced in:

  • Asset Allocation
  • Cash Flow Analysis
  • Loan and Mortgage Payments
  • Pension Distribution
  • Social Security Timing Advice
  • Tuition Management

Plan for A Happy, Comfortable Retirement

With a climate of economic uncertainty that seems as though it will never clear up, it seems to get harder to plan for the future. With financial planning being so important to a happy retirement, you need the best advice you can get.

The team at Barbera & Barbera have years of experience in helping people plan for retirement. They’ll tailor a financial program to your specific situation to ensure that your golden years are some of the happiest of your life.

Schedule A Call

Note: Securities and advisory services offered through LPL Financial, Member FINRA / SIPC, a Registered Investment Advisor. Barbara & Barbara and NPC are separate and unrelated companies. See “Home Page” for full disclosure statement.