Wealthcare in Santa Barbara/Janet Barr, MS, ChFC, CLU Wealth Manager Information

Janet Barr offers proprietary planning called GDX360 planning. We are a full-service financial consulting firm dedicated to helping our clients build wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company. Our Goal: To create a caring environment that leads YOU to a more comfortable relationship with your finances. We strive to educate clients, so they can make the most informed decisions. Our Mission is Simple: To help you articulate, define, and pursue your financial and life goals. Our Commitment: To the vision, mission and core values and success with Wealthcare, its current and future team, and clients at all times. Janet Specialties: Wealth Manager, Estate Planning, Investment Advice, Tax Strategies, Portfolio Design, Divorce and Expert Witness Registered Representative with and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Collaborative Financial Solutions, LLC. A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representatives of Collaborative Financial Solutions, may only discuss securities or transact business with persons who are residents of Alabama, Arizona, California, Montana, Oregon, Texas, Virginia, and Washington. CA Insurance Lic.0B3314 No information associated with this page is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.