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
For Individuals and Families:
Goal Discovery and Quantification
Retirement Income Planning
Legacy and Estate Planning
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
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.