Stephen Barns, AWMA®, AIF®
Financial Advisor
Stephen Barns has been helping people retire for almost 20 years by simplifying the process. He holds the series 66 investment registration, Arkansas Life and Health Insurance License, the Accredited Wealth Management Advisor® designation from the College for Financial Planning, and the Accredited Investment Fiduciary® designation from the ANSI National Accreditation Board.
Stephen enjoys spending time with family, being on the river, and playing bass guitar. He also spends his free time restoring our historic home in downtown Little Rock, which he doesn’t enjoy as much. His wife Candace is the art teacher at Sylvan Hills Elementary School where she is also a fellow for the Arkansas A+ organization. Their son Cosmo is a computer science major at the University of Central Arkansas, while their daughter Ellie is a budding artist attending Sylvan Hills Middle School.
Available on Amazon
Book By
Stephen Barns, AWMA®, AIF®
Your Retirement Countdown
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
