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Important Updates to Your 2023 Retirement Plans
The IRS has announced inflation adjusted figures for retirement account savings for 2023. Click on the button below to get an update on popular retirement savings plans.
"We've worked with SMB Financial Strategies for about five years and have found that it's a completely different experience than other financial advisors. Sarin took the time to get to know us personally and has continued to strengthen that relationship and trust even as she's expanded her business and team. We know we can get guidance from SMB for any issue that arises, and we'll never feel like we're asking a "dumb question." We enjoy our regular check-ins, understand our finances better now than we ever have, and feel secure in the knowledge that SMB is skillfully managing our investments."
"I started working with Sarin 16 years ago. She had a table at a road race and I was long overdue in getting my financial affairs in order, so I stopped by. I was impressed with her youthful (at the time!) enthusiasm, but even more so with her expertise and ability to convey clearly what I should do to get started. Not knowing how to get started is at the root of much procrastination. Now I had no more excuses!"
"I reached out to Sarin many many moons ago because I knew starting to save early in life makes retirement a reachable goal.. I met her... loved her attention to detail and congeniality and have been thrilled ever since. I've been impressed with her work ethic, and I have recommended her to numerous friends and family members and she now has many of them as clients :)
"Sarin is so interested in her job that it makes her very good at it. She stays in touch, calms my fears when there is a drop in the market, explains things clearly, and has consistently done the best job she can in spite of the roller coaster ride."
"Our priorities of "family first" in my financial planning are perfectly aligned. I'm super excited that you are considering contributing to local charities. This also perfectly aligns with my priorities."
"I was recommended to Sarin from a dear friend. She has helped me tweak my portfolio to fit my current investment needs i.e. setting up for retirement."
We put the needs of our clients first, deliver in-depth service and support throughout life long relationships.
My goal is to serve as a trusted advisor who clients can turn to for objective guidance and advice.
Independence is a significant competitive advantage that translates to value for our clients.
"We started working with Sarin many years ago, and stayed with her when she started her own company. It was one of the better decisions we made as we moved toward retirement. Sarin made sure to know us, to understand us and our family and then 'partnered' with us over the years to help us get to retirement. Sarin continues to support us and our family as we move through this stage of our life journey."
"We met Sarin many years ago and her commitment to customer service is exceptional and her honest open approach is needed for many people in the field."
"From the moment I was introduced to Sarin I knew she stood heads above the crowd. Her honest & magnetic personality captured me and I had been around the block as they say. I listened & decided to learn from her. Thanks Sarin/SMB for taking such good care of me with my finances."
"Sarin is constantly learning and is up to date on current events and knowledgeable regarding investments. She helps me choose the right ones for my portfolio."
Personalized Financial Services
Financial services, tailored to you.
Welcome, I’m Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to provide my clients with the guidance and resources necessary to make strategic financial decisions and to simplify their finances. Whether you are saving for retirement, your child’s education, or looking to achieve financial security, you may be unsure of what to do next or whether you can do anything at all. That’s where I come in.
My clients choose to work with me because I am honest, helpful, and a CERTIFIED FINANCIAL PLANNER™. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage—or you are just starting to accumulate wealth—SMB Financial Strategies has the tools and services to fit your individual needs.
Only your personal financial circumstances, goals, and personality can determine what type of advisor and firm would suit you best. The most important piece to consider, however, is that no matter what kind of advisor you select, or which firm they are with, you must completely trust that person and feel confident that he or she will invest your money responsibly and act in your best interest at all times. Choosing the person who will oversee your financial well-being is, in my opinion, as important as choosing your doctor(s) – it will be extremely impactful on your quality of life. Contact me today to learn more about how my experience and independence can help you pursue your financial goals.
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