Barbara Rowens Financial

Barbara Rowens Financial Getting divorced? Planning to retire? Let's create a financial roadmap that puts you in the driver's Everyone has unique financial circumstances and challenges.

Whether you are in the beginning stages of your career, managing a small business, planning for your child’s education, or looking forward to retirement, you need a solid plan in place to feel confident that you’ll be able to weather life’s major changes. My goal is to listen to and learn about your short and long-term goals—both personal and professional—so I can help you develop a financial road

map that allows you to create, grow, manage and preserve wealth. As a Certified Divorce Financial Analyst®, I can help you:

- Understand and learn the various types of investment options and tools available.

- Develop a comprehensive wealth management plan based on your financial goals.

- Make smarter decisions in today's tumultuous political, economic and social environment.

- Establish investment objectives. No matter what stage of life you’re in, I’m confident that I’ll be able to collaborate with you, and provide the guidance and support you need to fulfill your financial dreams. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

With college season upon us, here is an article to help with your search.
10/22/2020

With college season upon us, here is an article to help with your search.

07/31/2020
07/31/2020

Worried about market volatility and not sure what to do? Reach out to us today and we can help you stay on course.

Do you know how the CARES Act impacts you? See this article.
05/08/2020

Do you know how the CARES Act impacts you? See this article.

Do you know how the CARES Act impacts you? Read this article to find out.
05/08/2020

Do you know how the CARES Act impacts you? Read this article to find out.

05/08/2020

Do You Know the Major Changes From the Secure Act? Download this article.

Savvy Social Security Planning for Boomers: What Baby Boomers Need to Know to Maximize Retirement Income on Thursday, Ma...
05/04/2020

Savvy Social Security Planning for Boomers: What Baby Boomers Need to Know to Maximize Retirement Income on Thursday, May 7th at 1:00 PM. I would appreciate if you could pass the registration link below to anyone that you think may be interested.

You are invited to a Zoom meeting on Savvy Social Security Planning for Boomers: What Baby Boomers Need to Know to Maximize Retirement Income​
When: May 7, 2020 1:00 PM Eastern Time (US and Canada)

Register in advance for this meeting:

https://zoom.us/meeting/register/tJMtce-prj8oEtcZoj-8fA9c_jC4078b1-57?​

After registering, you will receive a confirmation email containing information about joining the meeting.

Heads up, retirees! Don't face an unpleasant tax surprise next year. Discover how to simplify your tax payments below.
10/26/2018

Heads up, retirees! Don't face an unpleasant tax surprise next year. Discover how to simplify your tax payments below.

The IRS has put retirees on notice: withhold enough taxes from your retirement income, or else. Here's how to manage.

10/24/2018

You have spent a lifetime building your legacy. We can help you preserve it for generations.

Address

4201 Lilac Court
Lansdale, PA
19446

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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