top of page

Freddie L. Barbour, Sr., AIF

410 Bay Street, Suite B
Lynchburg, VA 24501

Phone:

434.528.6071

Fax:

434.528.6076

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Navigating your course to financial independence.

Whether you are considering retirement, wondering what to do with your 401(k) plan from previous employment, or have concerns about your investment portfolio, we can develop an individual financial strategy to assist you pursue your financial goals. 

Call us at  or 434-528-6074 to schedule an appointment.     

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

bottom of page