They have three children, Lorice, a Nurse, Mario, a Tile Contractor, and Rachel, a CPA. They also have seven grandchildren, three girls and four boys. In her leisure time Barbara enjoys spending time with her family, and especially with the grandchildren. She also enjoys walking and biking, scrapbooking and reading. Barbara has over 21 years’ experience in both, financial and estate planning. She
works with seniors, professionals, business owners and their families to try to help maximize their wealth. Barbara’s focus is set on helping investors develop an individualized plan to help preserve their capital and increase their income, while maintaining their independence in retirement. Because of this “planning” driven approach, she emphasizes long-term relationships which are the cornerstone of her business practice. Barbara is affiliated with the America Group Retirement Strategy Centers and LPL Financial which is one of the leading independent financial service firms. Unlike many other brokerage firms, LPL does not develop its own investment products, enabling their investment professionals to offer independent financial advice. She holds life and health insurance licenses in the State of Michigan. Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org and www.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.
