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Freddie L. Barbour, Sr., AIF

410 Bay Street, Suite B
Lynchburg, VA 24501

Phone:

434.528.6071

Fax:

434.528.6076

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Navigating your course to financial independence.

Whether you are considering retirement, wondering what to do with your 401(k) plan from previous employment, or have concerns about your investment portfolio, we can develop an individual financial strategy to assist you pursue your financial goals. 

Call us at  or 434-528-6074 to schedule an appointment.     

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Car Affordability

How much can you afford to pay for a car?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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