Collaborative Financial Solutions, LLC

Helping to Create Peace and Understanding

We are the "GO-TO Financial coordinator" to help integrate the multi-dimensional aspects of your finances.

 

  

Janet L. Barr, ChFC, CLU, with Kobe

 At Collaborative Financial Solutions, our mission is to help you define and pursue your financial and life goals. We create an evironment that leads to a more comfortable relationship with your finances. Money decisions are important, but they do not need to be stressful.

Our promise is to provide a caring environment that will help you manage your financial situation and support the path to your personal dream of freedom.  

 Our specialties include:

Wealth management, socially responsible and green alternative energy investing, estate planning, divorce settlement planning and financial life planning. 
 
It’s a good time to call 805-965-0101 when you are planning ahead or dealing with:
   
  • Job Change - 401(k) Advice, Investment Selection, Benefits Analysis, Rollover Advice
  • Selling a home, business, and other assets in the most tax efficient manner  
  • Minimizing taxes, Tax Deferral and Tax Free investments
  • Divorce or Contemplating divorce
  • Wanting a new relationship with your money and finances
  • Life happens/Protecting against serious loss: Disability, Life, and Long-Term Care, etc.
  • Inheritance/Suddent Wealth/Lottery
  • Retirement or nearing retirement
  • Estate Planning, minimizing taxes and transferring wealth 

 

 

 

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

More Newsletters →