Richard Jackman, CTS®, CFS®, CAS®, CES™, CFP®, CRPS®, MSFS

Richard W. Jackman has more than 15 years of experience in the financial services industry and has counseled clients such as CEOs, key executives, franchisees, and physicians and other professionals in all principles of financial planning including asset protection and business succession.   

Mr. Jackman is the Chief Investment Officer of the financial planning and wealth management firm, Barth Financial Advisors, LLC. He holds a securities license and is a registered principal of J.W. Cole Financial (member of FINRA/SIPC). 

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

“I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.”

Among my financial offerings are:

·                     Tax-advantaged investing

·                     College planning

·                     Retirement planning

·                     Strategic Wealth Management

·                     Business Succession

·                     Estate Planning