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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.

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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.     

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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