Randy Barnes has been helping people with their financial needs and plans since 2003. He has worked with people in almost all phases of the retirement planning process - from opening ROTH IRA's to 529 College Savings plans on one end of the process to helping a client navigate through the hurdles of the distribution phase of retirement on the other end of the process.
One of the main points of the company's vision statement is that we focus on educating clients and prospects. Randy does that as a financial professional by providing seminars that specialize in various areas of the financial planning process. Randy also works very closely with clients, utilizing a number of resources to help clients understand the overall picture of retirement and the many opportunities that are available to help their plan succeed.
In addition, Randy has served in leadership roles in many state and national organizations. He is past president of the Alabama Association Health Underwriters and is the past treasurer of the Birmingham chapter of the National Association of Insurance and Financial Advisors. Randy also won the prestigious John Galloway award in 2010, for his leadership and dedication to the insurance and financial services industry.
Randy is married to a retired school teacher and has three grown children, all with successful careers. He enjoys music, golf, college sports, and spending time with his wife.