Business Details
32 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Since 1994, Barth Financial has dedicated itself to helping clients in central Nebraska build, protect, and preserve their assets. Our mission centers on fostering long-term relationships grounded in trust, transparency, and proven financial principles. We specialize in retirement planning, asset allocation, and wealth management, tailoring holistic strategies to meet individual goals. Our team of experienced advisors prioritizes education and personalized guidance, ensuring clients understand the 'why' behind their investments. With a focus on loyalty and community, we serve clients from their first investment steps to securing financial stability for retirement.Our approach integrates risk management, insurance planning, and estate strategies to safeguard legacies. We believe financial planning extends beyond numbersits about aligning resources with lifes aspirations. Through continuous reviews and adaptive strategies, we help clients navigate market complexities and life changes. Our commitment to excellence is reflected in our membership with the National Association of Insurance and Financial Advisors. Barth Financial remains a trusted partner for those seeking to achieve financial clarity and long-term security.
Services
Retirement Planning
Insurance Planning
Estate Planning
Financial Planning
Education Planning
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in personalized financial planning.
- Our team holds Series 6, 7, 63, and 66 certifications for regulatory compliance.
- We provide holistic strategies integrating retirement, insurance, and estate planning.
- Our advisors host free community financial education events annually.
- We prioritize transparent communication and long-term client relationships.
Associations and certifications
- National Association of Insurance and Financial Advisors
Services
Retirement Planning
Our Retirement Planning service creates long-term strategies to ensure financial security during retirement. We analyze current assets, project income needs, and develop phased implementation plans. By addressing tax implications, pension options, and healthcare costs, we help clients transition smoothly into retirement while preserving their legacy. Our life-cycle approach adapts to evolving needs.
Insurance Planning
Insurance Planning safeguards clients against unforeseen financial risks. We conduct comprehensive reviews of existing policies, recommend coverage adjustments, and design protection strategies for life events, disability, and critical illnesses. Our approach balances cost-effectiveness with adequate protection for homes, assets, and family security.
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes. We assist with will creation, executor selection, and tax-efficient strategies to minimize probate fees. Our services include establishing powers of attorney and healthcare directives, ensuring your legacy and dependents needs are protected.
Financial Planning
Financial Planning integrates budgeting, investing, and tax strategies to meet short- and long-term goals. We develop personalized roadmaps covering education funding, asset protection, and wealth accumulation. Our iterative process includes regular reviews to adapt to life changes and market conditions.
Education Planning
Education Planning focuses on affordable strategies for financing higher education. We evaluate 529 plans, ESAs, and UTMA/UGMA accounts to optimize savings while minimizing tax impacts. Our guidance helps families navigate rising education costs without compromising retirement goals.
People
Gary Barth
President
Gary Barth founded Barth Financial in 1994 after graduating from the University of Nebraska at Kearney. With Series 6, 63, and 7 certifications, he specializes in retirement strategies and community financial education. He resides in Kearney with his family.
Kristina Hoelting
Senior Financial Advisor
Kristina Hoelting has served Barth Financial since 2006, holding Series 7 and 66 certifications. She focuses on client education and community engagement, hosting free financial workshops. She lives in Kenesaw with her husband and son.
Jordan Krenik
Financial Advisor
Jordan Krenik joined Barth Financial in 2020 with Series 7 and 66 licenses. A University of Nebraska at Kearney MBA graduate, he specializes in wealth accumulation strategies. He resides in Kearney with his wife and three daughters.
Jaden Engen
Advisor
Jaden Engen, a 2023 University of Nebraska at Kearney graduate, joined Barth Financial with Series 7 and 66 certifications. He coaches local basketball teams and focuses on client education and financial literacy for young professionals.
Tiffany Harrison
Office Manager
Tiffany Harrison manages Barth Financials operations since 2020, holding Series 66 and 7 licenses. A vocal music graduate, she relocated to Texas in 2018 and oversees client communications and team coordination.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies, including income projections, pension management, and phased implementation plans tailored to your lifestyle goals.
How do you approach insurance needs assessment?
We review existing policies, identify coverage gaps, and recommend customized solutions for life, disability, and critical illness protection.
Can you help with estate planning documents?
Yes, we assist with will creation, executor selection, and tax-efficient estate distribution strategies to protect your legacy.
Do you offer educational resources for financial literacy?
We host free community workshops and provide personalized guidance to improve financial decision-making skills.
What investment strategies do you specialize in?
We focus on diversified asset allocation, risk management, and tax-optimized portfolios aligned with your financial objectives.
How are your financial planning fees structured?
We use transparent fee structures based on service complexity, with no hidden costs or commissions on recommended products.
