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8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

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Barnes Financial Services

(317) 663-8452

 
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Office locations for our Indianapolis and New York offices


Indianapolis Office (Gail A. Barnes)

Indianapolis Office Appointment Calendar

8935 N. Meridian Street, Suite 113, Indianapolis, IN 46260

(317) 337-9820 (o)


New York Office (Aquaila S. Barnes)

New York Office Appointment Calendar

575 Fifth Avenue, 14th Floor, New York, NY 10017

(212) 360-2363 (o)


Houston Office (Marcus Barnes)

Indiana Office Appointment Calendar

(214) 682-7800 (o)



Barnes Financial Services (BFS) is a family-operated practice based in Indianapolis, New York/Tri-State area and Houston.  Built on the reputation for educating and assisting small businesses and individuals in pursuing their financial goals, BFS offers personalized accounting, tax & financial services... (read more on our About Us page)





Helpful Content

Understanding the SECURE Act

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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