Barson Financial Planning

At Barson Financial Planning, we understand that managing your finances can be a daunting task. That's why we're committed to providing personalized fee-only financial planning and investing services to individuals and families across the country. Our team of experienced professionals, led by CERTIFIED FINANCIAL PLANNER PROFESSIONAL David Barson, is dedicated to helping you create a tailored strategy that meets your unique needs and goals.

Our Approach

We take a comprehensive approach to financial planning, focusing on four key steps: DISCOVERY, PLANNING, GETTING STARTED, and MONITORING. During the DISCOVERY phase, we get to know you and your goals, identifying potential obstacles to creating wealth. In the PLANNING phase, we develop a customized financial plan to help you achieve your objectives. Once we agree on the best plan, we implement the portfolio in a way that is customized for you. Finally, we continually monitor the strategy and your investments, adjusting as circumstances change.

Why Choose Us

At Barson Financial Planning, we pride ourselves on our fiduciary duty, putting your interests ahead of our own. We operate on a fee-only advising model, providing impartial guidance without the influence of commissions or referral fees. Our team of experts has deep financial services experience and knowledge, serving all income levels and life-cycles. We offer flexible meeting times, streamlined on-boarding, and easy access to information, making it easy for you to manage your finances.

Our Services

Our comprehensive services include:

• Fee-only financial planning and investing
• Retirement planning and management
• College planning and savings strategies
• Debt management and reduction
• Social security planning and optimization
• Estate planning and wealth transfer
• Tax strategy and planning
• Family planning and educational goal strategies

We are dedicated to providing personalized guidance and expertise to help you achieve your financial goals. Contact us today to schedule a free consultation and take the first step towards a brighter financial future.