Collaborative Financial Solutions Areas of Expertise
We handle all your financial concerns.
Great Client Financial Services : We work for you!
CFS appreciates the importance of providing our clients understanding of their financial management.
Your goals are our goals.
Ethical Product Implementation
Includes Mutual Funds, Comprehensive Asset Management accounts, Annuities, Planning for Estate, Retirement, Business & Tax issues, Insurance needs, and Trust Services (through LPL Financial affiliate The Private Trust).
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Women in Transition
There are financial issues inherent to every divorce or loss of a spouse. These cases are often times the ones that are the most overlooked. However, CFS wants to focus on the importance of financial structure after these sorts of circumstances. We can help you decide the tough financial decisions that need to be made.
*Certified Divorce Financial Analysts™ are trained to answer these questions and more for men and women in the process of divorce and to provide litigation support for their attorneys, which helps them prove and often settle their case.
We offer fee-based consulting to address specific financial matters. Also, CFS can provide divorce settlement planning, second-opinion portfolio analysis, and comprehensive planning without asset management or product placement.
A Woman’s Voice
Today’s women are independent thinkers, and are more than an “untapped market.” Janet and her team strive to provide caring, resourceful financial advice that applies to your situation, not a company’s canned presentation. We will provide trusted financial guidance as your needs change.
DFA Mutual Funds
Janet Barr is among a limited group of advisors nationwide offering Dimensional Fund Advisors’ (DFA)
Mutual Funds through LPL Financial. DFA Funds are not available directly to the retail investor and are not available through most financial advisors or registered investment representatives or their firms.*
It is important that investments are in socially responsible securities and you are comfortable with the companies your portfolio is associated with. If you are concerned about what exactly you are investing in, CFS can provide a portfolio that is socially responsible and specified to your social concerns when it comes to investments.