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What We Do

What We Do
How We Can Help You

At Kellman Barnes Financial Planning, we understand that our clients are typically concerned with the concepts of maintaining retirement without running out of money, filing for Social Security and pension correctly, minimizing taxes, having an estate plan, planning for major medical expenses, gifting to family, making charitable contributions, and having a plan that ties it all together. With our hands-on financial services, we are here to help you alleviate your concerns and reach each and every one of these goals.

Our Solutions
Ongoing Financial Planning

We offer ongoing financial planning services to address the evolving needs of our clients. We work closely with you to understand your financial landscape, providing continuous guidance and adjustments to your plan. Our aim is to help you adapt to life changes and keep you on track toward your financial objectives.

Our Solutions
Fee-Based Investment Management

Our fee-based investment management service focuses on crafting investment strategies that align with your financial goals and risk tolerance. We analyze your current situation and future aspirations to build a diversified portfolio tailored to your needs. We also regularly review and adjust your investments to address market dynamics, working to optimize your portfolio's performance.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Our Solutions
Retirement Planning

Navigating retirement planning can be complex, and we are here to guide you through it. We assist in projecting your retirement income needs, considering lifestyle expectations, healthcare costs, and other income sources. By developing a comprehensive retirement plan, we strive to support your journey toward a comfortable and sustainable retirement.

Our Solutions
Tax Planning

Tax planning is essential for effective financial management, and we are dedicated to helping you manage your tax obligations. Our advisors identify opportunities to optimize your tax situation while staying compliant with regulations. We offer year-round support to integrate tax strategies into your broader financial plan, potentially reducing your tax liabilities.

Kellman Barnes Financial Planning and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.

 


Our Solutions
Estate Planning

We understand the importance of having a well-structured estate plan. Our estate planning services focus on preserving your legacy and ensuring your wishes are honored. We work with you to develop a plan that addresses your unique needs, from asset distribution to charitable giving, aiming to provide peace of mind for you and your loved ones.

Our Solutions
Cash Flow Planning

Effective cash flow planning is crucial for financial stability, and we are here to help you manage it. We analyze your income and expenses to create a plan that supports your financial goals. By providing insights into your cash flow, we aim to help you make informed decisions that enhance your financial well-being.

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