Inspiring people to
Stephen Barns, AWMA®, AIF®
Financial Advisor
Prime Capital Investment Advisors, LLC
Stephen Barns is a financial advisor, educator, and subject matter expert who works with individuals, families, and employer groups to help them understand the complete picture of what approaching retirement looks like. He holds the Accredited Wealth Management AdvisorSM and Accredited Investment Fiduciary® professional designations, and he has been helping people retire for the last 15+ years.
Schedule an Appointment”If you do it right, you will retire once in your lifetime. As a subject matter expert in the fields of Social Security and Medicare, I have an opportunity to ‘retire’ with my clients 15-20 times a year. Because of this experience, I am well suited to guide my clients through the retirement transition phase of their lives.
- Stephen Barns
Book By
Stephen Barns, AWMA®, AIF®
Available on Amazon
Packed with important information, Stephen Barns’ book, “Your Retirement Countdown,” takes on the complex topics of Social Security, Medicare, and investing for retirement and breaks them down into easily understandable, relatable terms. The author uses his years of real-world experience to arm you with the knowledge that you need to navigate your retirement countdown. Stephen offers a complimentary copy of his book at each initial meeting.
Retirement Transition Services
Stephen’s goal is to simplify the transition into retirement for his clients. Not only do his clients avoid the long lines at the Social Security office, the hours on hold with Medicare, and the numerous sales pitches for insurance products, they get expert advice and service at every point along the way, including:
- Ongoing investment management and review
- Financial planning, including document preparation and review
- Assistance with Social Security benefit applications
- Social Security spousal and survivor benefit planning
- Healthcare planning and Implementation
- Review of current healthcare benefits
- Medicare Education and implementation
- Assistance with application for Medicare benefits (when needed)
- Review and enrollment assistance with Medicare supplemental and prescription drug (Part D) plans.
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Stephen Barns, AWMA®, AIF®
6325 Ranch Drive
Little Rock, AR 72223
p: 501.823.4637
f: 501.823.0941
