Services

What We Can Do For You

The advisors at Barnwood Capital Management specialize in retirement planning and investment management. Many people underestimate the importance of having a solid financial plan. Without the knowledge of what you are trying to figure out, a problem can be difficult to resolve. Fortunately, problem-solving is our vocation – and our team is prepared to face any financial challenge head-on.

Change can be difficult sometimes, but your future doesn’t have to be. We understand the many challenges of retirement and investing in the modern day, and as a result, we want to take the mystery out of preserving your money through successful, goals-based wealth planning. If you’re contemplating taking that first step, please consider the variety of services that we offer in the list below.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Our Process

Barnwood Capital Management is all about personalizing our process. We want to build a relationship with you in order to understand your needs before we even set up any accounts. Our professionals will meet with you at least two to three times beforehand so that we can truly understand what your goals are, whether it is currently being addressed, and how we may be able to assist you if there are any shortcomings. Then, we can schedule additional meetings to develop a plan, consider recommendations, and give regular progress updates on the status of your goals.

We’re so looking forward to meeting you. Set up an appointment today and we can start working on your future together.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mark.josaitis@lpl.com | (859) 279-3361