Malek Barber

Financial security is something we all strive to achieve in our lives. You intend to do what's right for those you care about, but a uninformed or ill-timed financial decision can often undermine the best of intentions if there is not proper planning in place. Whether you are concerned about your own financial needs or those of your family or your business, our team can help develop a plan that addresses these needs. We are particularly focused, today, on integrating the appropriate tools and strategies that help our clients wake up well positioned for retirement.  Areas of focus are:

• Investment Analysis
• Insurance Planning (Life, Disability, Annuity, and Long Term Care)
• Income & Retirement Planning
• Business Planning
• Estate Planning

Our Mission

Our Mission is to be a trusted advocate for our clients and the things that matter most to them by helping them realize their potential, align intention with action, and ultimately achieve their definition of a meaningful life.