Clients

We serve a broad range of both individual and business clients. While their - and your - individual and business-wide goals may vary, all share one thing in common:

They put their trust in the Barker Financial Group’s wealth management team to give them the advice, strategies and structure to make the most of their financial lives – now and for the future.

Helping you realize your financial goals is our top priority. While our clients are numerous and varied, each financial plan is totally individualized to your unique goals and needs – as well as your dreams and available resources.

We offer a comprehensive approach:

We offer a comprehensive approach to addressing the financial and wealth management needs of individuals, corporations and nonprofit organizations. We consistently focus on concerns, challenges, goals and, most importantly, solutions for:

Individuals and families of all ages, sizes and income levels who want to address ways to grow their assets during wealth-building years while preserving and making the most of funds during their leisure years.
Businesses and organizations looking to structure and offer benefit plans to meet the needs of employees and professionally manage their portfolios.
Endowments for nonprofit organizations and foundations.
Pension trusts including Defined Benefit, Profit Sharing, 401(k) and 403(b) plans.
Those holding corporate and personal cash-management accounts for short-term cash holdings.
Revocable and irrevocable trust accounts for individuals and for estate-planning purposes.

Both individual and business clients receive a financial plan that fully integrates:

Your personal vision of your financial present and future.
A review of all your investments, including retirement goals, real estate, healthcare costs, income, taxes, insurance, trusts and more.
A clear view of your financial needs and risk tolerance.

The result:

A sound, customized wealth management plan built for results... and your peace of mind.