Barber Asset Management, LLC

Barber Asset Management, LLC We specialize in Asset protection/management, Retirement planning and Investment advisory services with hands on portfolio management.

2026 Mardi Gras.  Laissez les bons temps rouler!- Let the good times roll!!  Looking forward to the new year.
01/06/2026

2026 Mardi Gras. Laissez les bons temps rouler!- Let the good times roll!! Looking forward to the new year.

10/28/2025

Apple became the latest company to reach the $4 trillion market cap mark, joining the likes of Nvidia and Microsoft before retreating back below the threshold.

11/19/2024

Just released! ๐Ÿ“ข CMS has announced the 2025 SSI and Spousal Impoverishment Standards. Certain eligibility thresholds related to long-term care Medicaid have been adjusted, and states must update their standards before the changes go into effect on January 1.

View the full bulletin: https://loom.ly/wwGFkMQ

10/25/2024

Your client's IRA could be classified as either a countable or exempt asset. This distinction plays a crucial role in Medicaid eligibility.

09/10/2024

Veterans Aid and Attendance Pension Benefits

๐Ÿ‡บ๐Ÿ‡ธ Honoring Our Veterans: Aid and Attendance Pension Benefits ๐Ÿ‡บ๐Ÿ‡ธ
If you or a loved one served our country, you may be eligible for the Veterans Aid and Attendance Pension Benefits. Let us help you navigate the process to access the benefits you deserve.

๐Ÿ‡บ๐Ÿ‡ธTag a veteran who deserves to know about this benefit!

09/04/2024

Post-Retirement Planning

๐Ÿ’ผ Maximize Your Retirement: Post-Retirement Planning Essentials ๐Ÿ’ผ
Retirement is just the beginning of a new chapter. Ensure your financial security and enjoy your golden years with our expert tips on post-retirement planning.

๐Ÿ’ฌ Already retired? Share one piece of advice you wish you knew earlier!

08/29/2024

Pre-Retirement Planning

๐Ÿš€ Start Early, Retire Happy: Pre-Retirement Planning Tips ๐Ÿš€
Retirement might seem far off, but the best time to start planning is now! From savings strategies to investment tips, weโ€™ve got you covered.

๐Ÿ’ฌ Whatโ€™s your dream retirement destination? Let us know!

08/22/2024

Medicaid Asset Protection Plans

๐Ÿ”’ Protect Whatโ€™s Yours: Medicaid Asset Protection Plans ๐Ÿ”’
Did you know you can safeguard your assets while still qualifying for Medicaid? Our Medicaid Asset Protection Plans are designed to help you preserve your wealth and ensure your care needs are met.

๐Ÿ’ฌ Have questions about Medicaid? Drop them below!

Address

Monroe, LA
71201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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