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.
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
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
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
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
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)