Our Mission
We
find
the
key
to
a
successful
retirement
is
not
in
providing
more
choices
for
our
clients,
but
in
finding
what
they
prioritize
in
life
and
keeping
that
in
mind.
As
the
saying
goes,
money
cannot
buy
happiness
but
we
hope
to
figure
out
a
way
to
make
your
money
provide
you
with
happiness.
OUR COMMITMENT
OUR COMMITMENT to you is to find rational ways to achieve your financial success with these key points in mind:
- Less work
- Less stress
- Better results
Barefoot
Financial
We have structured our company with the flexibility to meet with you at your convenience, whether in your residence, our office, throughout Florida, or any of the other states we frequent to see clients.
Our Services
Team Barefoot’s recommendations are based upon our proprietary research and two decades of results enjoyed by ourselves and our clients.
Our financial planning Services include:
- •Retirement planning
- •Annual reviews
- •Insurance recommendations for your family's protection
- •Estate planning and wealth transfer strategies
- •Marriage or divorce counsel
- •College funding
- •Inheritance tax management
Our Process
We strive to provide a bit of certainty for you and your money in this world of ever changing options. The drama of finances can be overwhelming, so we are here to be a voice of calm and help to our clients no matter what situation life presents them.
Our Team
Larry Heydt
Founder
Michael Quinlan
Chief Executive Officer
Hadley Garman
Senior Financial Advisor
Jennifer Wolterbeek
Document Specialist
Rachel Colon
Client Services Administrator
Shirley Fong
Executive Administrator
Find our office in beautiful South Florida
