Barb has been a financial advisor for over 30 years. She holds the Certified Financial Planner (CFP®) professional designation and Chartered Mutual Fund Counselor (CMFC) designation. She recently earned the Retirement Income Certified Professional® (RICP) professional designation from the American College of Financial Services, Bryn Mawr, PA.
Barb will take a look at your entire financial picture including existing retirement plans, current savings and investments, protection planning, and income taxes, and provide a list of recommendations so that you have the information needed to make decisions about your financial future. This is an important process to help you develop a road map for where you want to go financially.
There is no charge for consultations, and you are under no obligation to do business. She will be able to offer a wide range of financial products and services including:
- Mutual Funds
- Variable Annuities
- Fixed Rate Annuities
- Stocks and Bonds
- Lifetime Income Annuities
- Retirement Planning
- Asset Management
- Tax-Efficient Investing
- Life and Long Term Care Planning
- 401(k), 403(b), and 457 Rollovers
- College Planning
Schedule an appointment with Barb today
Barb Fish, CFP®, CMFC, RICP®
Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org), and financial planning and advisory services offered through Securities America Advisors, Inc., Barb Fish, Representative. Service First Federal Credit Union, Service First Retirement and Investment Services and USAdvisors Network are not affiliated with the Securities America companies.
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