Barb V. Fish

Barb V. Fish

Financial Advisor

My focus is helping clients pursue their financial dreams, wishes, and desires.  For some that may be having financial independence at an early age, for others it may be a cabin on a lake, or helping their children pay for college.  I take a look at your entire financial picture including existing retirement plans, current savings and investments, protection planning, and income taxes.  I provide a list of recommendations so that you have the information needed to make decisions about your financial future.  It is an important process that helps develop a road map for where you want to go financially.

I have been in the financial services business for over 25 years.  My clients range from young families to middle age baby boomers to those who have been around a long time.  With technology today, you can purchase financial products directly.  What I bring to the table is an ability to help you stay on track, provide solid recomendations based on experience, and a true willingness to help you pursue your goals and lead you through the many stages of life.  Many of my clients have been with me 20+ years, and I feel good about our relationship.

I have been a CFP® (Certified Financial Planner) since 1993 and also have a designation for CMFC (Chartered Mutual Fund Counselor) from the College for Financial Planning.  These designations require me to take additional training and continuing education.  I feel it is important to work with a certified financial planner as we have certain principles and ethics that we uphold.  I hope you will consider visiting with me about your situation.  If I feel that you are already doing what you need to, I will be happy to affirm your decisions.   Best wishes on your financial success!    

 

Phone 605-274-9156
Fax 605-336-1047
Mobile Phone 605-310-0920
Website barbvfish.com