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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 planning
  • Strategies to maintain your lifestyle throughout retirement
  • Creating strategies to provide lifetime income
  • Building custom investment portfolios designed to grow assets while protecting from market drops
  • Retirement plan rollovers and consolidating investment accounts
  • Working with you on family and estate planning issues
  • Unbiased and independent investment opportunities including “outside the box” products
  • Consulting on any financial issues that might have an impact on your future
  • Teaming with you to educate and empower you to make sound financial decisions
  • Translating “financial speak” into English
  • Personalized planning that can adapt to your changing needs throughout your lifetime
  • Providing 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.