Wealth Management

Wealth Management

Choosing a financial advisor is one of the most important decisions you’re going to make as you near retirement. Having someone to help evaluate your financial strategy, goals, and needs is vital.

In retirement, your goals will most likely shift. You aren’t in a position where you can put your savings at risk anymore. Methods like investing in the stock market come with immense risk, especially when you’re no longer generating income by working. Our goal is to help clients protect their assets and wealth. We believe in strategies that get you both reasonable rates of return,** as well as guaranteed* safety.

piggy bank on on stack of dollar bills wealth management
man wearing suit reaching out for hand shake

Kurtis Barnett

Kurtis Barnett is a Series 65 Agent with a Life Insurance and Health Insurance licenses. He has worked in the insurance industry from a young age, although was officially licensed in 2004.

Kurtis has a natural want to help people, and enjoys the study of financial planning. He always does what’s best for clients. He’s often praised for asking important questions that, according to most clients, they’ve never been asked before. Additionally, he’s been ranked in the nation’s top 20 largest producing agents, out of a total of the 25,000 with Allianz.

Kurtis is an honest, driven, hard-working, by his own admission “workaholic.” When not working, however, he enjoys spending time with his fiancée, Mary, traveling, and also has martial arts as a hobby.

grandparents making lunch with their granddaughter wealth management

Wealth Management Services

The process of retirement can feel overwhelming, we are well aware. But it doesn’t have to be. We can help you review your current situation, and make recommendations. Some of the services we offer include:

  • 401(k) rollover options
  • IRA options
  • Avoid Required Minimum Distributions (RMDs)?
  • Potential tax implications (although, remember to consult a qualified tax advisor)
  • Investment options
  • Your unique goals in retirement
  • Risk analysis
  • Plans for leaving a legacy
Scroll to Top