Barbara Frye
Wealth Strategist
- Role
- Asset Protection and Retirement Specialist at Equis Financial
- Location
- Hickory, NC, US
- LinkedIn followers
- 500 followers
About Barbara Frye
As a business owner or professional, you sacrifice years to build your career and succeed financially from your efforts. While focusing on your career, a significant amount of your wealth can be unknowingly lost by \"Wealth Drains\". These losses come from Taxes, Fees, and unnecessary risks that can siphon away your financial future by potentially over a million dollars. You deal with the issues of. Wondering if you are making the correct retirement planning choices? Managing the current lifestyle needs while trying to save for retirement. Questioning the \"blind spots\" that could derail your current plan. With the demands of your career, there is little time to. 🤷 Search hours on Google & YouTube to find financial advice that may not be appropriate. 🤷 Manage multiple sites \"checking-in\" on what your investments are doing. 🤷 Find a trusted resource that can understand your needs and align with your goals. Once our strategies are implemented my clients now effectively: Balance the Market Risk equation for a more consistent investment experience Add \"L.U.C.K.\" to their Finances Picture (Liquidity, Use, and Control with Knowledge) Sleep well with the correct mix of \"Statement Wealth\" & \"Contract Wealth\". You may have up to 30 years of debt. Have you positioned your family to match that debt with up to 30 years of income? Financially you may have \"checked all the boxes\" and followed all the conventional advice, so what’s next? Now is the time for a \"Financial Swing Coach\" to help eliminate any uncertainty and work to find the monies you are unknowing and unnecessarily losing to the Government and Wall Street. If you are ready to learn the proper \"Financial Swings\" to develop lasting wealth, message me through LinkedIn or schedule a quick 15-minute Coffee Chat to discuss your specific goals or concerns. https://calendly.com/barbarafrye/coffechatl
Experience
Asset Protection and Retirement Specialist
Feb 2017 — Present · Hickory/Lenoir, NC, US
Education
Clemson University
BS Financial Management, Finance and Financial Management Services
1982 — 1986
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