Is market volatility driving you crazy?  Even in a down market, opportunities will present themselves.  Here are three strategies for the market contract:  Putting cash to work, tax-loss harvesting, and Roth conversions.  When the market gives you lemons, make lemonade.  Don’t panic; be strategic.  Let’s talk.

The insurance and investment industry is touting a new concept, “Value Based Customer Service.”  The concept is a move away from product-centric to customer-centric solutions.  A value-based approach prioritizes understanding and addressing our customers’ true needs as opposed to selling a specific product.  Well, guess what? That’s precisely how we founded Barney Insurance Solutions 30 years ago. If you’d like customer-centric solutions from advisers you can trust, give me a call.

Did you know that the payout from an insurance policy is tax-free to most beneficiaries? Let’s discuss how some of my customers use life insurance to strategically pass on wealth to their heirs.