About us
Welcome to Advanced Wealth and Retirement Planning Concepts. We pride ourselves on delivering exceptional financial services tailored to meet your wealth management, investment, and retirement planning needs.
Our team
Barbara holds a Bachelor of Arts degree in Finance, a Master’s degree in Business Management, and a Doctorate degree in Business Management, establishing her as a knowledgeable and passionate leader in the financial services industry.
Specializing in wealth management, financial planning, and retirement planning, Barbara's comprehensive education, training, and decades of experience allow her to address clients' total financial planning needs with precision and care.
Barbara's expertise has garnered recognition from prestigious media outlets such as Forbes, Dow Jones, Fox News, and RTTNews.
She has been featured on industry magazine covers, named a 5-star wealth advisor in Texas, and showcased as a local financial expert on FOX, KHOU, and ABC news stations. Such accolades underscore Barbara's reputation as a trusted authority in financial planning.
With eighteen years of specialized experience in the life insurance and annuity industry, Barbara possesses a deep understanding of the strategic importance of these products in a comprehensive financial plan.
Her proficiency lies in integrating life insurance and annuities seamlessly into wealth management, finance, and retirement planning strategies, ensuring her clients benefit from a well-rounded financial approach.
Beyond her role as a financial advisor, Barbara is a dedicated educator, imparting her knowledge through various courses on essential financial topics.
From annuity and life insurance fundamentals to retirement planning strategies and 401(k) management, Barbara's commitment to enhancing financial literacy underscores her expertise, dedication, and genuine desire to empower others to make informed financial decisions.
At Advanced Wealth and Retirement Planning Concepts, we are committed to providing personalized financial solutions that align with your unique goals, dreams, and aspirations.
Barbara and our team work collaboratively with clients to ensure their financial needs are met with professionalism, compassion, and a steadfast dedication to securing their financial future.
Partner with us to embark on a comprehensive financial planning journey that prioritizes your long-term success and well-being.
