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gay_friendly_financial_planner_sav_gaBarbara Treadwell, CERTIFIED FINANCIAL PLANNER(TM)
Gay Friendly Financial Planners in Savannah, GA

Guiding clients to better choices & better plans for over 25 years.

Comprehensive planning, insurance and investments

 

Education.

Experience.

Empowerment.

 


About Barbara:

Prior to her 25-year career in the financial arena, Barbara Treadwell worked for 15 years in psychological services, counseling terminally ill patients and their families. Barbara saw firsthand what can happen to families who have not had sound financial advice, and it led her to a second career as a financial services professional. She is convinced that the only viable path to wealth, happiness and success is sound financial engineering.

 

For two decades, Barbara lived and worked in New York City helping people create, distribute and conserve wealth. She is a leading marketer of financial products, a frequent industry speaker and is published on topics ranging from estate analysis to business succession strategies. In the new millennium Barbara moved to Savannah and now divides her time between the North and South operations.

 

How Money Works:

Do you understand how money really works? We have learned how to create and protect wealth through a program called LEAP® - Lifetime Economic Acceleration Process. This process will demonstrate how to make your dollars work harder for you, lower taxes, increase protection and improve risk management.


With our assistance you should be able to:

·         Learn how you may increase wealth with no additional out-of-pocket cost.

·         Use a verifiable, scientific approach in making your money decisions.

·         Discover why many financial decisions you've made may cost you the potential
      for significant wealth.


Above all, we want you to have peace of mind and to know that you are doing the best job possible with your money. Our goal is to have you enjoy your wealth, and  to achieve happiness and success through sound financial strategies. 

 

The LEAP advantage:

The LEAP® system is a powerful economic and financial tool that is designed to make your money work harder and more efficiently. LEAP embraces an economic principle called "The Velocity of Money/Multiplier". You may expect a higher overall economic return on your existing financial assets by coordinating and integrating assets, rather than dealing with them separately. Many consumers lose the potential to create significant wealth over their lifetime because they do not know how to employ the use of the velocity of money/multiplier. We will teach you strategies that may:

 

·         Help you generate more wealth and protection with no additional
      out-of-pocket cost.

·         Help reduce income taxes throughout your lifetime.

·         Help protect your assets against inflation, death, disability, and suit.

·         Help you uncover and avoid many financial pitfalls. 

·         Help to lower your costs for insurance and financial services.

·         Help you keep more of your income and assets over your lifetime.

 

We use a powerful tool called the PS&G Model - The Protection, Savings and Growth Model - to achieve dramatic results with no additional out-of-pocket cost and no additional risk.

 

"Even if you're on the right track, you'll get run over if you just sit there."
- Will Rogers

 

Call Barbara today for a consultation. It could be the most important phone call you make.

213 A East Gaston Street

Savannah, GA 31401

Office: 912.236.1704

Cell: 912.247.8548

www.BarbaraTreadwell.com

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