Helping You Achieve Financial Peace and Security

My team and I are here to help you make smarter financial decisions so you and your loved ones are set up for success.

Let's Talk

Timely Answers

Helpful Solutions

Trusted Expertise

Hi, I’m Kendall

I began my career as a financial professional in 1973, almost 50 years ago. During that time, I’ve seen a thing or two. Fluctuating markets. Shiny new investment solutions. The list goes on and on…

One thing that hasn’t changed? Every person, couple, and family earnestly wants to plan wisely, invest in their future, and retire in a way that allows them to still pursue their goals and dreams.

I’ve helped hundreds of hard-working individuals strategically use their finances to meet their life goals—and I want the same for you.

I’m so glad you’re here and am excited to learn more about you and your vision. Life can be unexpected, so let’s make sure you’re prepared for whatever’s thrown your way.

– Kendall Barr

Let's Talk

Clarity and Alignment Matters

 

Why? Because I’m in my 70s, and it’s never been more clear what matters to you—and what matters in life.  

I’ve been married to my wife Donna for 50 years, have a wonderful daughter, and two beautiful grandchildren.

Our story started together in Bay Village, Ohio—where we raised a family and served our clients for 40+ years. But like you, I have a vision for the future, complete with many hopes and dreams. We realized one of those dreams when relocating to sunny Bluffton, South Carolina.

This move allowed us to grow our business, expand our team, and also spend a little more time on the golf course (a favorite pastime of mine).

Let's Talk

Guiding You to Your Goals

Here’s what’s important. Clarity around what matters and a plan that affords you the financial freedom and resources to get there. That’s why I haven’t retired, and in fact, have expanded my team to ensure you have the right expertise and financial solutions to guide you to your goals.

Let's Talk
“I’ve known Kendall for years. We both believe in creating financial solutions that offer confidence and peace of mind in your future—and I cannot wait to hear more about your story.”

Todd Allen

Meet My Business Partner—Todd Allen

Also located here in South Carolina, Todd is a military veteran and financial advisor with over three decades of experience serving clients preparing for retirement and beyond.

The world continues to change, and more than ever, people are concerned about their financial independence. My clients wonder where they should be putting their money and value leaving a legacy that supports their loved ones long after they’re gone.

Todd understands this—it’s what makes our partnership work.

To make the most of your finances, you need a team you can trust – one that shares the same beliefs as you. We understand that the small moments in life can have the most significant impact. It’s why we make sure to get to know more about you, your goals, and how we can help you develop a simple, effective financial plan.

Let's Talk

Kendall Helped Me Get Control

“When my husband died suddenly, I was lost financially for my husband handled our savings and insurance. Kendall was there for me and he helped me get control of all everything money-related. I truly don’t know what I would have without Kendall’s help.”

– Janet, Columbus, OH

Kendall Allowed Us to Sleep Peacefully

“We don’t believe in risking what we have just to earn an extra percent or two of interest. Kendall has perfectly matched our values and goals with just the right type of financial products that allow us to sleep peacefully at night.”

– Thomas and Beverly, Bluffton, SC

These Core Values Guide Our Team

Don’t lose what you have.

Trying to recover from market losses isn’t how you want to spend your retirement years.

Don’t underestimate the impact of saving on taxes.

Even if you’re retired, it’s smart to work with an advisor who can help you fight for every penny of tax savings.

i

Don’t opt for copy and paste solutions.

Your situation is different from others. You’re unique, and your financial plan should be too.

Let's Talk

Getting Started is Simple and Straightforward

w

Let’s Talk

We’ll listen, you’ll get answers.

h

Receive Your Custom Plan

Together, we’ll develop a financial strategy that allows you to meet your goals and set your family up for success too.

Gain Financial Freedom

We’ll keep you from losing sleep and make sure your finances work for you—not against you.

Let's Talk

You Don’t Have To Go It Alone

My team has nearly 80+ years of experience. We’re here to ensure your money works for you at every stage of your life.

Let's Talk

Rest Easy Knowing Your Financial Future is Secure

If you’ve ever lost sleep over your finances, know that you’re not alone. Many of my clients have worried about things like:

E

Paying too much in taxes.

E

Saving enough for retirement.

E

Establishing a legacy for their loved ones.

These fears are common—but I’m here to reassure you.

Let's Talk

Together, we’ll develop a financial plan that addresses your pain points and allows you to make the most of your hard work. Though you’ve read plenty of headlines about managing your finances, none of those articles were written for you. We’re all different, and your strategy should be customized to meet your needs.

Let’s reduce your stress, eliminate the headache, and…

E

Protect Your Hard-Earned Assets

E

Save On Your Taxes

E

Feel Excited About The Future

E

Eliminate Financial Confusion

E

Gain Peace of Mind

And so much more…

Let's Talk

Sound, Pragmatic Advice for 20+ Years

“Kendall has helped my husband and I for over 20 years and has always provided sound and pragmatic advice. He’s our friend, not a salesman.”

– Tom and Karen, Cleveland, OH

Always There When We Need Help

“This might date us, but we love the fact that Kendall provides us ‘old-fashioned’ customer service and is always there for us anytime we need help with our life insurance and retirement savings.”

– Missy and Mike, Chicago IL

Let’s Talk

We know what it’s like to feel unsure about your current retirement strategy. We offer this brief consultation to get to know you and provide a few helpful next steps. If we are a fit to serve you, great! If not, we’ll do everything in our power to point you in the right direction.

Name(Required)