Financial Advisor
Carl Barling, LUTCF CCFS
- Cell: (973) 934-1456
- Work: (973) 267-0341
Carl is part of the Cornerstone Financial Partner Group out of Morristown, NJ. He has 14 years of experience in the financial services industry. Carl partners with CPA’s and other financial professionals to implement various financial strategies designed to help families and high net worth individuals accomplish the following;
- Establish custom tailored college funding plans
- Establish custom tailored retirement plans
- Provide tax advantaged strategies to avoid paying high taxes or tuition
His services include:
- College tuition planning
- Life insurance with living Benefits
- Simple financial solutions that address multiple needs
- Estate and tax planning
- Disability Insurance
- Annuities
- Mutual Funds
- Retirement planning
