Janet Barr, Financial Advisor

Wealth Management & Financial Consulting

With over 20 years in the financial industry, CFS’s extensive experience works for you.

"CFS

The CFS Difference:

You Need It, We Provide It.

You’ve heard it all before, but not this version. If you want a money manager that cares and focuses on your concerns, we are that difference! We define our success by the financial confidence factor that comes along working with us. Money decisions are important, but they do not need to be stressful. Our promise is to provide a caring environment that will help you manage your financial situation and support the path to your personal dream of freedom.

Collaborative Financial Solutions Areas of Expertise

We handle all your financial concerns.

 

 

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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.

CFS Integrity Financial Advisor, Planning

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.

CFS-Women in transition; Financial Advice

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.

CFS Consulting & Financial Planning / Advising

Consulting

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.
CFS Woman's Voice Financial Planner

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

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.*
Conscious Investing Financial Advisor

Conscious Investing

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.
*Investing in mutual funds involves risk, including possible loss of principal. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing.