Advice from CERTIFIED FINANCIAL PLANNER™ professionals
Kellman Barnes Financial Planning has been helping individuals and families confidently plan to achieve their financial goals for almost 50 years.
We have a comprehensive financial planning process using cutting edge technology and strategies presented in an easy-to-understand way that allows our clients to confidently implement recommendations.
We use evidence-based investing strategies managed by fiduciary advisors in our clients best interest.
We have a proactive-high touch client service model designed to give our clients the highest probability of achieving their financial goals.
Client Login
View your investment accounts online and log into your financial planning portal.
Login
What We Do
Explore the process we follow to help our clients better plan to achieve their goals and the costs involved.
What We Do
Financial Planning Calculators
Run the numbers yourself and see if you are on track for retirement, your kid's education or that major purchase.
Calculators
Sample Financial Plans
Look at some examples of the work we are doing with clients both pre and post retirement.
Sample Financial Plans
