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Financial Planning

Our Financial Planning Philosophy

At Barker Financial, we understand that Financial Planning is not just about investing.  A financial plan should incorporate all aspects of your financial life – from investing, to insurance, to estate planning, to retirement goals and risk tolerance. The result should be both an answer to your financial questions and a road map to help you reach those goals. At Barker Financial, we take the time to ask questions, really listen to your responses, and learn about your unique situation so we can craft a plan that truly meets your needs. As life happens, we revisit the plan often and make sure we are adjusting as needed.

Below are some of the many topics we take into consideration when creating your financial plan. We invite you to click on any of the boxes below for more information about our planning process, as well as videos and presentations about each subject.

Retirement Planning

Retirement Planning


What does retirement mean to you? It doesn’t mean the same thing to everyone, so our retirement planning takes that into account.

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Social Security Benefits Planning

Social Security Benefits Planning

You have likely spent many years working and contributing to Social Security. When it comes time to choose your benefits, will you know which one to choose?

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Education Planning

Education Planning


Thinking about paying for a secondary education can be scary, but the sooner you start saving, the longer your money will have to grow.

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Retirement Planning for Business Owners

Retirement Planning for Business Owners


We can set up and maintain low cost plans that offer a large variety of investment options to meet the specific needs of your business.

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Insurance Planning

Insurance Planning


There are many different insurance products available.  Deciding if you need coverage and what to choose can be overwhelming.

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Learn More About Our Financial Planning Tools

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Learn More About Our Wealth Management Services

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For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.

info@barkerfg.com   |  781-743-2600