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Barbara Halperin

Barbara Halperin

Barbara is a former first grade teacher and Northwestern University graduate. Since 1997, she has built a following of loyal clients who rely on her expertise to lower their taxable incomes and build their financial resources. She has used her exceptional experience to provide personalized services. Retirement plans are a foundation for success and she adopts a conservative financial strategy designed to deliver value over the long-term. With an established and proven record of performance, she has helped individuals and large companies create robust retirement plans. Barbara firmly believes that each client is unique and utilizes an individualized approach in her financial planning services.

Barbara understands the complex needs of clients in the areas of asset management, retirement distribution planning and wealth protection. She can help you understand what you need to know to secure your future and the future of your loved ones. Key benefits offered by her office include: retirement distribution planning, tax planning, estate tax analysis, wealth distribution analysis, qualified plan distribution analysis, annuity strategies, and a comprehensive retirement roadmap. Let her help you create and grow wealth, protect and preserve your life savings and plan for a life legacy.

Barbara’s office is located in Lincolnshire, IL. You can reach her at 847.945.7199 or emailing her at

Articles by Barbara Halperin