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Private Wealth Management

 

Banking is a relationship business. At Brotherhood Bank, we build that relationship on trust. Through our relationship with Barber Financial Group, you have the opportunity to work with friendly, experienced professionals who will guide you through the steps of investment strategy. Barber Financial Group’s expertise adds to our wide range of services, each designed to help you reach your financial goals.

 

  • personal trust services

    Social Security

    Making the right Social Security  benefit  election decisions will greatly impact your retirement. We make sure you are headed in the right direction.

    • Learn about the types of benefits available
    • Maximize your lifetime benefits
    • Choose the best option for your specific situation
       

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  • personal wealth conservatorships

    Tax Planning

    An effective tax strategy helps you keep more of what you’ve earned. Start with more, and watch it grow faster. We consider all aspects of your financial life:

    • Taxability of Social Security benefits
    • Roth conversions
    • Appropriate deductions and more

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  • estate settlement

    Estate Planning

    Leave your family with a great gift—an organized estate.  Ensure that your legacy passes according to your complete wishes.

    • Identify and secure beneficiaries
    • Avoid probate and unnecessary taxes and fees
    • Keep your plan current and up to date

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  • personal wealth ira

    Risk Management

    Proper planning and risk management can prevent the devastating effects of death, disability or long-term care. We review your risk exposure and levels of coverage in:

    • Life Insurance
    • Long-term care insurance
    • Disability insurance

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  • investments

    Investments

    Barber Financial Group provides both fee-based asset management and individual investment product offerings focused on minimizing risk while providing an adequate return. We can help you build a balanced portfolio that utilizes many different investment vehicles, such as:

    • Stocks, bonds and exchange-traded funds
    • Mutual funds
    • Annuities, and alternative assets such as Real Estate Investment Trusts (REITs)

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Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Barber Financial Group (BFG), a Registered Investment Adviser. BFG, NPC, and Brotherhood Bank and Trust, a division of Bank of Labor are separate and unrelated companies. Products and services offered are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Brotherhood Bank and Trust, a division of Bank of Labor; and are subject to investment risks, including possible loss of principal.
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