Barbara Treadwell
Founder at Barbara Treadwell LLC | Savannah, Georgia, United States
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As the founder of Barbara Treadwell LLC, I leverage my expertise as a CERTIFIED FINANCIAL PLANNER® (CFP®) to empower clients across diverse life stages with tailored financial strategies. My practice focuses on three primary demographics: individuals in their 30s navigating family protection and education funding, those in their 50s dedicated to securing a comfortable retirement, and clients aged 65 and older who seek effective wealth transfer strategies for their children and grandchildren.
At Barbara Treadwell LLC, I understand that many clients are often unaware of the subtle factors that can erode their wealth over time. By providing comprehensive financial planning services, I help clients identify and mitigate risks through robust estate planning, strategic investments, and personalized insurance solutions, including life, disability, and long-term care insurance. My approach emphasizes cash flow management and retirement income strategies, ensuring that my clients can enjoy their golden years without financial stress.
Key projects I am currently engaged in include developing educational workshops aimed at demystifying financial planning for young families and creating tailored retirement readiness assessments for pre-retirees. Additionally, I am passionate about charitable giving strategies that align with my clients' values, helping them leave a lasting legacy while maximizing their philanthropic impact. With a dedicated focus on client education and empowerment, I strive to build lasting relationships that foster financial confidence and security for generations to come.
Founder at Barbara Treadwell LLC in January 1983 to Present
Counselor, Psychological Services at Providence Hospital Mobile in January 1968 to January 1980
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Estate Planning
Investments
Employee Benefits
Cash Flow
Life, Disability and Long Term Care Insurance
Retirement Income Strategies
Long Term Care Insurance
Charitable Giving Strategies
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What is Barbara Treadwell email address?
Email Barbara Treadwell at [email protected] and [email protected]. This email is the most updated Barbara Treadwell email found in 2026.
What is Barbara Treadwell phone number?
Barbara Treadwell phone number is +14234724567 and +19127901531.
How to contact Barbara Treadwell?
To contact Barbara Treadwell send an email to [email protected] or [email protected]. If you want to call Barbara Treadwell try calling on +14234724567 and +19127901531. (updated on October 30, 2024)
What is Barbara Treadwell net worth?
Barbara Treadwell has an estimated net worth of $750,000 to $999,999
What company does Barbara Treadwell work for?
Barbara Treadwell works for Barbara Treadwell LLC
What is Barbara Treadwell's role at Barbara Treadwell LLC?
Barbara Treadwell is Founder
What industry does Barbara Treadwell work in?
Barbara Treadwell works in the Hospitals And Health Care industry.
Barbara Treadwell Email Addresses
Barbara Treadwell Phone Numbers
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