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Our Primary Purpose

Red Barn Financial helps families and small business owners acheive their financial goals through tax efficient financial planning and business planning. Keep more of your money with sound planning, investing and tax planning strategies.

Proverbs 3:9-10 9Honor the Lord with your wealth, with the first fruits of all your crops; 10then your barns will be filled to overflowing, and your vats will brim over with wine

Our Primary Purpose

Red Barn Financial was founded upon Biblical principles. It was created to help our clients build a life of abundance through financial planning. Each person's plan is custom designed based on their individual needs. No two people are the same, so your situation is important and we work with you to get to the best answer for you. As a fiduciary we put your needs before our own. The only way we can do that is through being independent. That means we don't work for any company, we don't have any quotas and we only offer you solutions that are best suited for you, with alternatives and rationale for the recommendations.

Fiduciary - The Investment Advisors Act of 1940, defines the fiduciary standard requirement that an advisor must put their clients’ interest above their own. They must follow the best course of action, regardless of how it affects them personally or their income.

Services Offered Include: 

  • Financial Plan - We love to work with our clients to put together a comprehensive financial plan to help them plan for and meet all of their financial goals.
  • Asset Management - We help many of our clients with investment advice and setting up investment accounts for them. Whether it's rolling over an old 401(k), IRA, or investment account we can help manage your funds and make sure your money is invested in a strategic way to help you maximize potential returns and stay within your risk profile.
  • Retirement Planning - whether you are 21 or almost at retirement age, it's never too soon nor too late to make sure you are on track. The most important thing in retirement is not running out of money, we can help you.
  • College Planning - If you have children and you want to help them with college or you are planning to return to school, we can help you balance that and prioritize according to your goals
  • Budgeting - A key component of a successful financial plan is knowing what your income and expenses are so you can properly allocate funds to the goals you have and eliminate any expenses that get in the way of reaching those goals.
  • Buying a home - One of the most capital intensive purchases you will ever make is buying a home. How much can you afford? What other expenses should you consider, what will monthly payments be? Did you consider maintenance and other home related expenses? Do you have enough of a down payment? We can help you put a comprehensive plan together to make a smart and educated home buying decision.
Client Centered
  • Taxes - One of the largest expenses in retirement is likely to be taxes. Are you currently planning to minimize future taxes? We can help you make sure you are putting together the most comprehensive tax planning strategies to make sure you keep as much money as you can both now and in the future. The planning starts now.
  • IRA/SEP IRA/401(k) plan setup - We can help you set up an individual plan or if you are business owner provide a plan for yourself and your team. - Business Planning - Are you a business owner who wants ways to be more efficient with your spending, to provide tax efficient benefits to the owners/management? Are you looking to buy a business and want to make sure you are making an educated purchase at a price point that is reasonable? We can help here too.
  • Alternative Investment Strategies - Many high net wealth individuals want sophisticated investment strategies and we can share some great ideas with you.

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