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Insurance & Asset Protection

You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don’t want to leave these important issues to chance. Whether it is protecting your income, your life, or your home, making sure that you’re adequately insured can save you from financial ruin in the event of an unfortunate accident. Make sure that you’re covering the most important aspects of your life while spending money only on the insurance that you really need.

  1. Life Insurance
  2. Disability Insurance
  3. Long Term Care Insurance
  4. Estate Planning and Business succession planning strategies

Barrios Financial Services aims for a complete understanding of our client’s needs and provides flexible solutions rather than a cookie-cutter response. Our approach includes the following stages:

Due Diligence

At Barrios Financial Services we view ourselves trusted advisors. We believe that an advisor should be an advocate for clients – not an insurance carrier. We will strive to work proactively with various insurance carriers to present solutions that are in the best interest of your clients.


When starting a new relationship, Barrios Financial Services generally performs a comprehensive analysis. We understand that all clients have unique situations. We have the expertise and experience in the insurance industry and estate planning arena to develop solutions appropriate to the specific needs of the client.

Asset Protection

Barrios Financial Services can help you protect all of your assets. We can help you:

  • Protect all of your assets with insurance, trusts, use of business entities and gifting
  • Maximize your wealth and increase your investment earnings
  • Ensure your wealth is not taken from you by creditors, litigants, children’s spouses, ex-spouses and others
  • Create a wealth transfer plan to minimize estate taxes