Barbara is the founder of ConfidentVision Financial and manages our company’s proprietary process, the Retirement Plan Navigation System, for individuals, business owner's 401(k)s and defined benefit plans. She is the consummate financial professional specializing in planning for individuals and business owners, especially women.
Profile:
Barbara has extensive knowledge about a wide range of issues related to aging “successfully” and the strategies available in the long-term care sector, as well as coordination of Medicare and Social Security Benefits.
Barbara is especially passionate about educating women of all ages regarding the importance of saving for retirement, providing workshops and offering strategies towards ensuring long-term goals are successfully realized.
She 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, engaged and open to new ideas. She says that her clients don’t retire, they rewire!
Special Distinction:
The AIF® designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Personal:
Barbara is highly social and enjoys networking to build relationships with other like-minded people. Originally from northern California, 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 them understanding based upon her life, work and experiences coupled with her professional skills to help them pursue their goals!