Kalik G. Barnes

Let's work together to create a plan that ensure you continue to live a life of wanting to, instead of having to!

• My team and I will focus on helping you build and maintain a financial game plan.  Having expertise in your corner will help you make the best decisions for your own unique situation over time. 
• My approach is unique, just like you are and your financial situation. I work with my clients to develop strategies to help reduce risk and build wealth over time.
• Just as life's circumstances can change quickly, I'm here to help you adjust your focus to meet your changes as they occur.

Contact me to schedule a discovery conversation by phone, videoconference or in person.  I look forward to speaking with you very soon!

 

Key Focal Points:

Insurance Strategies, Financial consutling within risk management for individuals, athletes and business owners. Legacy & Succession planning, tax-efficient income strategies.  College, Trade School and post secondary education, charitable giving, group benefit options.