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Barbara Knudson

Registered Representative
103 College Road East - 3rd Fl., Princeton, NJ 08540

BUSINESS PHILOSOPHY

It is my mission to help individuals, families and business owners with assistance in reaching their financial goals in areas such as wealth management, retirement planning, education funding strategies, risk management and estate conservation strategies. In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial professional to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which helps us provide you with the right strategies at the right time.

It is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs. I can also provide you with a full assessment of your financial needs which include a retirement needs analysis and investment portfolio analysis.

Businesses – I work with employers to review and develop employee benefits and implement programs that provide products and services that meet employer/employee needs.

PRODUCTS AND SERVICES

I draw on quality products and services to develop your financial strategy. The following are some of the products and service categories that I utilize to create your unique strategy:

  • Investments
  • Brokerage Accounts
  • Annuities
  • Mutual Funds
  • Asset Management Accounts
  • Risk Management
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Retirement Plans
  • Roth & Traditional, and Rollover IRAs
  • 403(b), 401 (k), SEPs, Keoghs & SIMPLE Plans
  • Services:
  • Retirement Needs Analysis
  • Insurance Analysis
  • Business Plan Analysis
  • Risk Profile Analysis
  • Current Investment Portfolio Analysis
  • Net Worth and Cash Flow Analysis
  • Wealth Accumulation Strategies
  • Group Benefits
  • Life Insurance
  • Disability Income Insurance
  • Health & Dental Insurance

QUALIFICATIONS

Licensed to sell Life & Health Insurance in NJ, PA, FL

Registered to offer securities products in NJ, PA, FL NY, WA, AL

Chartered Life Underwriter, Chartered Financial Consultant designations

Master of Science in Financial Services from The American College Bryn Mawr, Pa.

PERSONAL

Ten year resident of Bedminster, NJ

Hobbies: Golf, Skiing, Hiking, Reading

ORGANIZATIONS

Past Deacon at Basking Ridge Presbyterian Church Current member of Investment Policy committee at Church Repaired damaged homes from Hurricane Katrina 2006

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