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.

Wouldn’t it be helpful if you had a way to anticipate the outcome of your financial decisions? When should I retire? At what age should I begin taking Social Security? Can I afford to go on that dream vacation? Your wealth advisor will create a plan for you using our interactive planning tools. In addition to showing you cash flows and expected wealth accumulation over time, we can easily modify assumptions to show you the anticipated outcome of any decision.

Read more about the many topics we take into consideration when creating your financial plan or give us a call to learn more about how we can help you build your wealth.