Looking at Your Past to Plan Your Future
Our ultimate goal is empowering our clients to reach financial confidence. To us, financial confidence means understanding your personal financial profile, and putting in place systems, investments, and savings to ensure financial stability—both now and into the future. Markets can be unpredictable, and you need an experienced and skilled financial advisor to walk beside you on your financial journey.
We specialize in holistic, comprehensive financial planning. First, we take a look at your entire financial history. We consider retirement funds, investments, tax history, and current expenses. With that information powering our thinking, we start to look to your future. We suggest strategies that will keep your wealth in good financial health for the long term.
We do all this in a clear and direct way, so that you can fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we analyze all the options to come up with an approach that fits your goals and needs.
Meet Our Team
Learn more about each of the dedicated members of the Barnes Wealth Team.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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You’ve probably heard just how important investment portfolio management is when it comes to planning for a successful retirement . . . but what does that even mean? You don’t have to be a financial