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Deborah Barnes, CPA

Financial Advisor

PHONE: 813-273-8238

TOLL-FREE: 800-444-4391

FAX: 813-273-8278

ADDRESS:  201 North Franklin Street, Suite 3000, Tampa,  FL  33602

Is it time for financial advice?

  • Should I keep renting or is now the time to buy a house?
  • How much should I be saving for my kids' college education?
  • How fast should I be paying down my student loans?
  • Am I making the most of my employee benefits?

The financial issues you face now are far different than those of someone approaching retirement. However, it’s often unclear where to turn for advice that will help you make thoughtful choices. That’s why we developed an approach to help you hit the ground running as you establish the foundation that will support you the rest of your life. We customize our process according to your situation – this ensures we put tighter the right plan for your specific needs and goals.

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401(k) and Employer Benefits

Family Planning

Education/Student Loans

Asset Allocation

Long-Term Investing

General Interest