About Us
Helping Planning Futures
Since 1998, we have worked along side our clients to help create solutions and portfolios to help meet long-term goals.
Do you have questions about corporate retirement plans, tax mitigation strategies, executive retention plans?
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 top priorities. Finally we prepare a detailed solution based strategy to help 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 corporate and personal tax mitigation and estate planning unique to the industry. Lion Street is a national network of elite Firms that provide sophisticated life insurance, business insurance and wealth management solutions to high-net-worth individuals, business owners and corporate clientele.
business owner Services
Custom Corporate Benefits
401K/ Profit Sharing Plans
401K/ Profit Sharing Plans
401K/ Profit Sharing Plans
401K/ Profit Sharing Plans
401K/ Profit Sharing Plans
SEP / Simple IRA's
401K/ Profit Sharing Plans
Defined Benefit / Cash Balance Pension Plans
Defined Benefit / Cash Balance Pension Plans
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Defined Benefit / Cash Balance Pension Plans
Executive Deferred Compensation Plans / Golden Handcuffs
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Group Health / Cafeteria Plans; Life, Dental, DI, Accident
Personal Financial Services
Personal Retirement Planning
401K /IRA Rollovers and Account Consolidations
401K /IRA Rollovers and Account Consolidations
401K /IRA Rollovers and Account Consolidations
401K /IRA Rollovers and Account Consolidations
401K /IRA Rollovers and Account Consolidations
Fee Based Asset Management
401K /IRA Rollovers and Account Consolidations
Mutual Funds/ Annuities/ Life Insurance
Mutual Funds/ Annuities/ Life Insurance
Personalized retirement reports updated annually
Mutual Funds/ Annuities/ Life Insurance
Personalized retirement reports updated annually
Personalized retirement reports updated annually
Personalized retirement reports updated annually
About our President
Barry K. Barbernell RFC
With 35 years experience in the financial services industry, Barry specializes in creating custom tax mitigation 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 planning solution that utilizes the array of financial planning strategies available in the marketplace. Barry and his wife Krisanna have been married for nearly 30 years and have 4 children. They live in San Clemente, California where they are active in the community through sports and church.
Mr. Barbernell earned a Financial Planning Certification by Kaplan University in 2006
Mr. Barbernell is a member of:
The International Association of Registered Financial Consultants https://www.iarfc.org/
The San Clemente Chamber of Commerce https://www.scchamber.com/
The National Association of Insurance and Financial Advisors
Financial Services Institute
https://financialservices.org/