Calming the Seas of retirement, financial and investment planning
About Us
Helping Planning Futures
Since 1998, we have worked along side our clients to help create solutions and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we engage with you in an in depth process of discovery to understand your current situation and future aspirations. Finally we prepare a detailed strategy to accomplish your goals
Why Us?
As an owner firm with the Lion Street national network of firms, we partner with and have direct access to processes for wealth accumulation and distribution in manners that provide the greatest advantages with respect to taxes and the most current government legislation.
About our President
Barry K. Barbernell RFC
With nearly 30 years in the financial services industry Barry specializes in creating custom financial and investment planning strategies for his clients. Barry's philosophy is that no two clients are the same and each deserves a thoughtful patient process of discovery to create a unique retirement planning solution that utilizes the array of financial planning solutions available in the marketplace. Barry and his wife Krisanna have been married for nearly 25 years and have 4 children. They live in San Clemente, California where they are active in the community through sports and church.
Mr. Barbernell is a member of the International Association of Registered Financial Consultants. https://www.iarfc.org/