We are Barnes Capital Group

We strive to offer our clients innovative strategies to address their financial needs. We offer comprehensive services to our clients with a focus on the financial planning process. We are dedicated to doing what is right for them. Our focus is on developing long term relationships with clients and partners by operating with integrity and loyalty. Our experience and dedication to service are what separates us from other firms, which also gives our clients the confidence to feel prepared about their financial futures. We will be at the forefront of the business by offering the best products available, while also developing new processes and procedures to help our clients run their business and live their lives more efficiently and effectively.

 

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Services

WEALTH MANAGEMENT/FINANCIAL PLANNING

We help our clients through listening, analyzing and recommending a clear and comprehensive course of action. We focus on helping you accumulate, manage, and grow your wealth to help meet immediate as well as long-term-needs. It’s a process that involves an intimate knowledge of client objectives, disciplined manager selection, oversight, personal attention and evaluation for all asset classes.

GROUP BENEFITS

We develop a clear understanding of what you define as a successful benefits program and what your goals are moving forward. We also conduct thorough analysis of your current plan design and suggest any changes that may be beneficial. We will work with providers to get an accurate price comparison based on current plan information.

GROUP RETIREMENT SAVINGS PLANS

You work hard to do the right thing for your employees by offering and managing your retirement plan. But, we also know it’s not your full time job. We know from day to day you have a lot of obligations to keep your company’s business running smoothly. Your retirement plan’s fiduciary responsibilities shouldn’t be an added burden. We stand behind our offering and support you in managing your fiduciary obligations.

ESTATE/BUSINESS SUCCESSION PLANNING

As a business owner, you want to insure that if something happens to you or as you near retirement that your company has a “roadmap” to guide your team. We can assist you in evaluating various succession plan structures and enable you to make an educated decision on putting one in place.

Meet the Team

Eddie Hatch – CFP®, AIF

Marketing and Communication, 401k Strategy, & Financial Advisor

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Tom Deison

Wealth Management, Investment Strategy & Alternatives, Financial Advisor

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Kim Lee

CFO, Director of Individual Life Insurance, Disability, & Long-term care.

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Community Affiliations

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Contact Us

 

Address: 318 North Calhoun St.
Tallahassee, FL 32301
Phone: (850) 894-2930
Fax: (850) 894-2940

 
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