Financial Services

//Financial Services
Financial Services 2019-10-24T15:06:59+00:00

Proudly Serving the members of
MCU Financial Center Credit Union

A Financial Goal Without a Plan is Just…a Wish

Life is full of tough choices. We are focused on providing you with valued guidance and simple solutions.

When it comes to personal finances, life is filled with stress, distractions and uncertainty. For many, these challenges are compounded by the complexity of tax laws and the confusion of financial and insurance products.

Our Services

Financial Planning
Investment Services
Life, Health and Disability Insurance
Retirement Planning
Estate Planning
Education Planning
Expense Management

James A. Barnash, CFP®
jbarnash@choicegrp.com
847-498-0542

Jim is a veteran of the investment and insurance business for over 30 years. He earned his Certified Financial Planner ™ designation in 1992 and has served as President and Chairman of the Financial Planning Association, both nationally and local.

 During his career Barnash built his own practice right out of college, sold it and moved into leadership and management for several firms in the industry. In 2015, Jim decided to go back to is roots and build a personal practice. From his time in leadership roles, Jim learned that tax planning was extremely important to successful financial planning and investment management. Jim studied to become a licensed tax preparer and has added tax planning and tax preparation to his securities, insurance and planning skill sets. He is now co-owner of the Northbrook, Illinois based Focused Tax Solutions franchise.

 

Securities offered through Securities Service Network, LLC, Member FINRA/SIPC.
Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor