David Barman

David Barman I can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are.
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-FINRA Series 6 and 63 securities registrations
-Graduated College of the Sequoias 2010
Police Academy Certificate
-Visalia Sportsman's Association
-David is happily married to Rebekah and is the father of their amazing daughter. David and his family enjoy spending time with their friends.

You're used to being prepared, and you know that planning and organization are potential keys to success. You owe it to yourself and your family, then, to make sure you've examined all aspects of your financial life. That's where David Barman comes in. David can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are. David Barman specializes in Financial Planning, Business and Executive Solutions, Investments, Asset Management, Retirement Planning, and Insurance Solutions. Princor Registered Represetative, Principal Life and Principal National Insurance Companies

Securities offered through Princor Financial Services Corporation, 800-247-1737, member SPIC, Des Moines, IA 50392. David Barman, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Princor Registered Representative.

Address

3530 W Mineral King Ave Suite C
Visalia, CA
93291

Telephone

(559) 627-3550 Ext 120

Website

Products

-401(k), 403(b), SEP & SIMPLE IRAs
-Annuities
-Asset Allocation
-Business Continuation Strategies
-Buy-Sell Agreements and reviews
-College Funding Strategies
-Deferred Compensation Plans
-Disability Income Insurance
-Estate Planning
-Financial Needs Analysis
-Income Protection
-Informal Business Valuation
-IRAs (Traditional & Roth)
-Key Person Insurance
-Mutual Funds
-Pension Plans
-Retirement Planning
-Salary Continuation
-Supplemental Retirement Income
-Survivor Income
-Tax-Deferred Savings
-Term Life Insurance
-Universal Life Insurance
-Wealth Accumulation
-Whole Life Insurance

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