Joe Barbieri

• Advice that is not tied to the selling of any product - an independent opinion
  
• Know if you are getting good value from your current advisor or broker
  
• Fee is based on work performed and not by the assets you have
• Can work with partners to cover all aspects of financial planning, such as insurance, taxation, estate planning and corporations
  
• Financial education to empower you to understand your financial situation
• Small business or self employed financial needs
  
• Simplify your financial portfolio
  
• Make your financial picture efficient - saving 1% on your debt, investment and budget needs can earn you thousands of dollars before retirement
• Restructuring your finances to achieve your goals
  
• Advice on retirement planning
  
• For information on fees, click on fees
  

Telephone advice: Distance is no longer a barrier. All consultations can be done by telephone in the comfort of your own home, office or anywhere at your convenience saving you time and money.

To download our "What is an Independent Financial Planner" brochure, click here.
To download our "The Power of 1%" brochure demonstrating our value added, click here.

If you are not looking for a consultation yet, but would like to see products on financial
strategies, click on the products page or the store link.