Broker Check

8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260


Barnes Financial Services

(317) 663-8452

The Power of Tax-Deferred Growth Ready for Retirement? To Buy or Not to Buy Where Is the Market Headed?

The 2018 Tax Season is Here!

Stay Tuned for Tax Updates coming January 15, 2018!

Schedule your tax appointment today with our Online Appointment Calendar

Office locations for our Indianapolis and New York offices

Indianapolis Office (Gail A. Barnes):

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

New York Office (Aquaila Barnes):

274 Madison Avenue, Suite 1103, New York, NY 10016

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)

Take advantage of the useful resources available on this site... 

  • Calculators, Relevant Financial Articles and Newsletters
  • Tax Library with access to the current Federal tax rates
  • Stock Quotes, and
  • Web Links directly to your government agencies

Helpful Content

Asset Allocation

Asset Allocation

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

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.


Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

View all articles arrow

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Choosing a Mortgage

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Rightsizing for Retirement

What does your home really cost?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow