Our Services As a CFP®, Barbara Chown is well versed in all areas of the financial planning process including investment, retirement, insurance, tax and estate planning.However, our specialty is retirement income planning – helping you to retire the way you want, the way you envision your future. We know that you sacrifice and save during your working years to provide yourself and your family with a secure retirement income. How will you replace your paychecks when you retire? How much monthly income can you count on in the future? What steps do you need to take to prepare for a comfortable retirement?Our services include:Comprehensive financial planningStrategies to maintain your lifestyle throughout retirementCreating strategies to provide lifetime incomeBuilding custom investment portfolios designed to grow assets while protecting from market dropsRetirement plan rollovers and consolidating investment accountsWorking with you on family and estate planning issuesUnbiased and independent investment opportunities including “outside the box” productsConsulting on any financial issues that might have an impact on your futureTeaming with you to educate and empower you to make sound financial decisionsTranslating “financial speak” into EnglishPersonalized planning that can adapt to your changing needs throughout your lifetimeProviding a caring and safe environment where client service is paramount.Full range financial planning specializing in retirement income planning.Please call so we can schedule a complimentary consultation with you.*United Planners Financial Services and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation. Securities and Investment Services offered through United Planners Financial Services, Member FINRA, SIPC. United Planners and Foothill Financial Group are not affiliated.