Retirement Outfitters Services
Federal Employee Benefits
Business Exit Strategy
IRA and 401(K) Rollovers
Taxes in Retirement
Medicare
Barbara received her BA in Accounting from Southwest Texas State University and earned her CPA designation in 1990. Following her career as a CPA, she began working in the financial services industry as the “The Advisors’ Advisor.” Barbara has trained many advisors in all aspects of the retirement and financial planning process including general investments, tax advantaged investments, life and disability insurance, long term care insurance and annuity policies. Through education and experience gleaned over a career spanning 40+ years, she is well qualified to help her clients plan their retirement utilizing many different tools and techniques.
STRiVE Foundations Group
National Social Security Association – 2018 National Social Security Advisor® of the Year
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