Insurance & Investment Consultants is an independent financial services firm in Birmingham, AL. We strive to help our clients develop and carry out a comprehensive financial plan to meet their needs. This comprehensive plan helps to put into place various efficient strategies in the "accumulation process" of your working years - analyzing assets, protecting assets, and minimizing tax consequences, just to name a few.
We also help our clients to effectively bridge into the "distribution phase" of retirement. There are many obstacles that may cause a person to have catastrophic accidents in the distribution phase as they navigate down the "financial mountain" of retirement - inflation, healthcare, longevity risks, and market risks, just to name a few. We have excellent resources at our fingertips that many firms do not have that will allow us to help our clients to strategically plan for retirement.
Our goal as a firm is to treat our clients exactly like we would want to be treated. We welcome an opportunity to talk with you, provide you with additional information, or to schedule an appointment.
We also help our clients to effectively bridge into the "distribution phase" of retirement. There are many obstacles that may cause a person to have catastrophic accidents in the distribution phase as they navigate down the "financial mountain" of retirement - inflation, healthcare, longevity risks, and market risks, just to name a few. We have excellent resources at our fingertips that many firms do not have that will allow us to help our clients to strategically plan for retirement.
Our goal as a firm is to treat our clients exactly like we would want to be treated. We welcome an opportunity to talk with you, provide you with additional information, or to schedule an appointment.
Services
Walter G. Barnes, better known as Walt, has over 50 years of experience as a professional insurance and investment advisor representative.
He has earned his Chartered Life Underwriter, Registered Health Underwriter, and Chartered Financial Consultant professional designations, having undergone extensive periods of study and exams.
Walt has served his profession as the President of the Birmingham Association of Life Underwriters and the Birmingham Association of Health Underwriters as well.
He has also served as President of the Birmingham Chapter of Chartered Life Underwriters and President of the Alabama Association of Health Underwriters.
He has earned his Chartered Life Underwriter, Registered Health Underwriter, and Chartered Financial Consultant professional designations, having undergone extensive periods of study and exams.
Walt has served his profession as the President of the Birmingham Association of Life Underwriters and the Birmingham Association of Health Underwriters as well.
He has also served as President of the Birmingham Chapter of Chartered Life Underwriters and President of the Alabama Association of Health Underwriters.
The goal of most people in retirement is to build up enough money during the accumulation phase (working years) so that during the distribution phase (retirement) they are able to live at a comfortable level and not have to worry about running out of money.
Our goal as a firm is to utilize the resources we have, the knowledge we have obtained over the years, and to use the various tools at our disposal, to help each client try to reach that goal.
We have a comprehensive process that we put into place that will help a client accumulate funds through saving and investing.
Our goal as a firm is to utilize the resources we have, the knowledge we have obtained over the years, and to use the various tools at our disposal, to help each client try to reach that goal.
We have a comprehensive process that we put into place that will help a client accumulate funds through saving and investing.
As an independent representative, once we have developed a plan for you, we have the ability to go to many companies and products to put your plan in place.
We are not tied to a certain company as a captive agent or advisor would be that would limit us to only certain products.
Our job as the advisor is to make the financial plan that was decided upon to work as efficiently as possible.
Having many different companies and their financial tools to choose from makes it easier to work toward your desired goals.
We are not tied to a certain company as a captive agent or advisor would be that would limit us to only certain products.
Our job as the advisor is to make the financial plan that was decided upon to work as efficiently as possible.
Having many different companies and their financial tools to choose from makes it easier to work toward your desired goals.
A financial professional will take a look at all pieces of the complex financial puzzle and devise a plan in which all pieces fit together properly and thus maximize the plan.
A financial professional has many different tools at their fingertips that can help bring clarity to the current financial situation.
Many people face numerous obstacles as they attempt to make their way down the distribution side of the retirement mountain.
A financial professional can help them to minimize the effects of these obstacles.
A financial professional has many different tools at their fingertips that can help bring clarity to the current financial situation.
Many people face numerous obstacles as they attempt to make their way down the distribution side of the retirement mountain.
A financial professional can help them to minimize the effects of these obstacles.
USA Financial is a family of financial companies built to empower investors and financial advisors across the country.
An independent firm, USA Financial is composed of FINRA-registered broker-dealer and registered investment advisor, insurance wholesaler, a registered investment advisor and formulaic trending money manager, a UMA/TAMP platform, and technology and marketing firm.
As an Inc. 5000 company-one of the 5000 fastest-growing private companies in the country, USA Financial is one of the nation's leading independent financial firms, providing an array of financial solutions to help advisors meet the growing demands of today's investors.
An independent firm, USA Financial is composed of FINRA-registered broker-dealer and registered investment advisor, insurance wholesaler, a registered investment advisor and formulaic trending money manager, a UMA/TAMP platform, and technology and marketing firm.
As an Inc. 5000 company-one of the 5000 fastest-growing private companies in the country, USA Financial is one of the nation's leading independent financial firms, providing an array of financial solutions to help advisors meet the growing demands of today's investors.
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