Barbara Sullins | Senior Partner

CONFIDENTVISION | WWW.CONFIDENTVISION.COM
BSULLINS@CONFIDENTVISION.COM | (214) 525-7500

About: Barbara had worked for a large insurance company for 10 years on the annuity side of the business before deciding smaller could be better. She joined ConfidentVision 24 years ago as an independent advisor. Early in her career she realized that many women did not understand their financial affairs and has developed a passion for demystifying financial freedom for women.

She is a Co-Founder and Senior Partner of the firm. She designed and manages the qualified plan business utilizing a process called The Retirement Plan Confidence System. This System recognizes that planning is a process with goals, detours and ongoing review and communication.

Barbara is highly social and enjoys networking to build relationships with other like-minded people.

She lives in Dallas, Texas, and enjoys travel, exercise, the arts and some quiet time to read. She also enjoys the company of her grandchildren who keep her on her toes with texting, tweeting and the latest trends!

As a woman, mother, grandmother and sister, she can not only relate to her clients, but can also offer then understanding based upon her life, work and unique experiences coupled with her professional skills to help them achieve their goals!

Specialties: In addition to managing the qualified business, Barbara specializes in planning primarily with independent women professionals, executives and business owners, to develop and work towards their financial goals. Over the years she has developed a niche for planning with women – women in business, women in transition and the newly widowed. She lost her husband recently after 46 years of marriage and her perspective has taken on a new vision. She is more passionate than ever to help women plan for their futures.

Barbara believes in a holistic approach that starts with active listening to understand what is truly important to her clients and what they hope to achieve with their investments. Not everyone wants a villa on the beach!

Her clients are enthusiastic about life, engage and open to new ideas. She says that her clients don’t retire, they rewire!

Barbara provides a variety of services to help clients reach their goals.

For Small Businesses:

  • Employee Benefits Analysis and Planning

  • Business Succession Planning

  • Risk Analysis

For Individuals and Families:

  • Goal Discovery and Quantification

  • Retirement Income Planning

  • Legacy and Estate Planning

  • Investment Management

  • Pension Maximization

  • Social Security Optimization

  • Roth Conversion Analysis

  • Education Funding Planning

Quote: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou

Connect: Contact Barbara at bsullins@confidentvision.com or at (214) 525-7500 for a confidential consultation today!


MEMBER SINCE APRIL 2018 


Registered Representatives offer securities through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. ConfidentVision and Securities America are unaffiliated. Insurance products through many fine carriers.

Katherine Cooper-Griffith | Co-Owner & Licensed Agent

THE COOPER AGENCY | agents.farmers.com
KATHERINE.DCOOPER@FARMERSAGENCY.COM | (214) 674-0750

About: After 25+ years of advising Senior Decision Makers at Global Fortune 500 Companies, Katherine decided to join her sister in the Insurance Industry. At The Cooper Agency, Katherine educates her clients, so they can make better-informed, sound and empowered coverage decisions to protect themselves, their families and all their assets. Her personalized process is straightforward, and she looks forward to becoming your trusted advisor, helping you find the best coverage options for you. Demand Coverage Solutions through THE COOPER AGENCY’S end-to-end value added services!

Katherine and her husband, Rocky, are celebrating 21 years of marriage. They have two children, a daughter enjoying her Junior year in High School (golfer) and a son enjoying his Freshman year in High School (baseball player). Katherine is a second-generation TAMU Aggie. Katherine graduated in 1986, her dad in 1950. Whoop!

Specialties: Katherine’s specialty is taking the time to understand her clients to determine what they need.

Quote: “When you’re finished changing, you’re finished.” - Benjamin Franklin

Connect:
Contact Katherine at katherine.dcooper@farmersagency.com or at (214) 674-0750!



MEMBER SINCE OCTOBER 2018