Stephen Barns, AWMA®, AIF®
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.
In addition to his FINRA Series 66 securities registration and Arkansas Life and Health insurance licenses, Stephen holds the Accredited Wealth Management AdvisorSM (AWMA®) and Accredited Investment Fiduciary® (AIF®) professional designations.
A combat veteran, prior to his professional career in business Stephen served as a noncommissioned officer in the U.S. Army’s 25th Infantry Division in support of Operation Iraqi Freedom.
In his downtime, Stephen enjoys spending time with his wife Candace, his son Cosmo, and his daughter Ellie. Candace is the art teacher at Sylvan Hills Elementary School where she is also a fellow for the Arkansas A+ organization. Their son, Cosmo, and daughter, Ellie, both attend Sylvan Hills, where Cosmo is a saxophone player in the school band and Ellie is a budding artist.
On most weekends, you can either find Stephen on the Ouachita River fishing with his family, restoring the family’s historic home in downtown Little Rock, or playing bass guitar with his band somewhere around the Little Rock area.
Available on Amazon
Stephen Barns, AWMA®, AIF®
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.
- 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