At Barndollar Financial, our sole focus is YOU
BARNDOLLAR FINANCIAL’s mission is to educate our clients on the issues that are important to their specific needs. We take our clients’ needs and concerns into account and offer them alternatives for action steps that best fit their situation. Our goal is to establish a long and trusting relationship with our clients throughout their lifetime. We work in a partnership with our clients to make wise decisions. We do this by learning about our clients as people and asking them enough questions to understand their risk tolerance, tax objectives, income and lifestyle needs. Our clients’ problems become our own – problems that we want to help fix. We also continuously monitor their accounts and hold ourselves accountable to our clients plan through our reviews.
Barndollar Financial offers a full range of financial products and services. We believe that income planning, tax planning strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income levels.
Because many people regard financial strategies as complex and confusing, they often miss out on many financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.
Barndollar Financial specializes in estate planning for all sizes of estates, both large and small. We help clients avoid unnecessary taxes such as income taxes, taxes on Social Security benefits, and estate taxes. In addition, we help clients avoid probate, increase spendable income, and protect against Medicaid spend-down of assets when nursing home care is needed.
Hugh “Hobby” Barndollar
Hobby Barndollar is the president at Barndollar Financial and has been in the financial industry since 1998. He spent most of his childhood learning the business from his father as he would sit in on meetings with his father’s clients. Hugh Barndollar Sr. started Barndollar Financial over 25 years ago, and is still in the business today.
Mr. Barndollar has been helping local residents plan their retirement and specializes in the areas of Tax Planning, Income Planning and IRA/401(k) distribution.
Mr. Barndollar’s approach has helped his clients:
- Create a retirement income that cannot be outlived
- Avoid needless taxation on IRAs/ retirement accounts
- Use IRAs to build a lasting legacy for children and grandchildren
He has these Certifications: Life, Health, and Annuity License, as well as his Series 7, 63, 65, and 24. Hobby was also the co-host on one of Central Florida’s longest-running financial radio programs, “Life and Living Health.”
Hobby Barndollar holds a BBA with a double major in marketing and management from Mercer University in Macon, Ga., where he played and started all four years on Mercer’s men’s soccer team. He also studied at Georgia State University, where he obtained an MBA in finance.
Denny graduated from the Citadel with a Bachelor of Science degree. He played football for the Bulldogs and was voted team captain and received All Conference honors during his junior and senior years. After graduation, Denny moved back to Tampa and entered the real estate and mortgage industry. His passion for football also led him to coach at the high school level in Hillsborough County for over 15 years. During this time, Denny acquired his Life, Health, and Variable Annuity License as well as his Series 7 and began helping clients manage their wealth as a financial planner. He truly enjoys working with people to assist them in reaching their financial goals.
Denny is married and has two sons, Camden and Colton. On the weekends, he can be found at the baseball park where he coaches their youth baseball team.
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To schedule a time to discuss your financial future contact us at email@example.com or call us at 800-669-7248 today!
By contacting us you may be offered insurance and/or investment products for sale.