Anne Barton
Bloomsburg, PA
As a member of the Kades-Margolis team since 1999, I specialize in the Public School Employees Retirement System (PSERS) and focus on the entire family dynamic for retirement planning. I am a Registered Representative with GWN Securities Inc., an independent registered broker-dealer.
My team and I also provide education on Social Security, Health and Wellness in Retirement, and Legacy planning. My husband Bob, a Financial Advisor of GWN Securities, Inc., and I, along with our team, speak frequently across the state to better educate and prepare our clients for the road ahead so retirement can be the most enjoyable experience possible.
Contact Anne
Investing for Women
A personal interest of mine is the “Women in Investing” series. This outreach program educates and empowers women of all ages to gain control of their finances and develop a plan for personal growth.
Future Care
Another deeply personal and important part of our planning is Elder Care and preparing for your own future care. As I am caring full time for a parent, I know how rewarding and challenging this can be. Knowledge is power and exploring all of the options is essential.
Social Security
We also partner with Social Security experts to bring annual workshops to our region to explore the nuances of the system. This includes personal analysis for the couple or individual.
EDUCATION - VIDEOS - CALCULATORS
Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.
