At Barnard, Vogler & Co., we take an active interest in your personal financial planning. Our professionals assist our clients in identifying and achieving their personal financial objectives.

Our services range from bill paying assistance to various planning aspects. We recognize that securing your financial future is of the utmost importance.

Our services include:

Accounting services and records management

Due to changing lifestyles resulting from failing health, a death or divorce, or just simply that you are too busy to manage your financial affairs, you may want to consider our assistance in this area. We handle finances for our clients in a variety of ways. Services are tailored to your individual needs, ranging from bill paying activities and making deposits, to maintaining records.

Financial Planning

The financial planning process involves establishing personal and financial goals and creating a way to reach them. The ongoing process involves taking stock of all your existing resources, developing a plan to utilize them, and systematically implementing the plan in order to achieve your short and long-term goals, such as funding college education or retirement. The plan must be monitored and reviewed periodically so that adjustments can be made, if necessary, to assure that it continues to move toward your financial goals.

Tax Planning

Tax planning is the development and implementation of strategies that will enable you to eliminate, minimize or defer a tax liability. You should always consider the overall economic results of a proposed transaction before implementing a tax planning strategy. While tax considerations may be significant, the economics should drive the decision making process.

Investment Planning

Investment planning involves identifying goals, developing investment asset allocation plans, preparing the investment policy statement, evaluating and selecting investment alternatives, selecting separate money managers, executing transactions through broker-dealers, monitoring and managing portfolios, and reporting portfolio activity and performance. The professionals at Barnard, Vogler & Co. can provide assistance as an independent advisor through this process either working with you or your current financial advisor.

Estate Planning

Estate planning is the process of developing and coordinating a strategy to transfer your property to desired beneficiaries in a way that fulfills your goals and objectives. At Barnard, Vogler & Co., we use a team approach, working with your attorney, financial planner and other advisors to assist you in articulating, quantifying and prioritizing your estate planning goals.

For more information please contact us.