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  • A Local Birmingham, Alabama, Financial Firm

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  • Straightforward and Practical Advice

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  • Plan Now, Life Can Change in a Flash

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  • Our Goal is to Make the Lives of Our Clients Just a Little Bit Easier

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Insurance & Investment Consultants is an independent financial services firm in Birmingham, AL. We strive to help our clients develop and carry out a comprehensive financial plan to meet their needs. This comprehensive plan helps to put into place various efficient strategies in the “accumulation process” of your working years - analyzing assets, protecting assets, and  minimizing tax consequences, just to name a few. We also help our clients to effectively bridge into the “distribution phase” of retirement. There are many obstacles that may cause a person to have catastrophic accidents in the distribution phase as they navigate down the “financial mountain” of retirement - inflation, healthcare, longevity risks, and market risks, just to name a few. We have excellent resources at our fingertips that many firms do not have that will allow us to help our clients to strategically plan for retirement. Our goal as a firm is to treat our clients exactly like we would want to be treated.

We welcome an opportunity to talk with you, provide you with additional information, or to schedule an appointment.

Walter Barnes is a registered non-solicitor of, and David (Randy) Barnes is a representative of, and securities and advisory services are offered through, USA Financial Securities Corporation (d/b/a USA Financial Asset Management). USA Financial Securities is a FINRA and SIPC member firm, as well as an SEC-registered investment adviser and is located at 6020 East Fulton Street, Ada, MI 49301. Registration does not imply a certain level of skill or training. Insurance and Investment Consultants, Inc. is not affiliated with USA Financial Securities. 

David (Randy) Barnes is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AL, FL, KY, NC, TN. For investment advisory services these states include: AL. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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