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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.

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.


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 help you transition from running your business to enjoying your retirement.

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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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The Right Plan for Retirement Starts With the Right Information

The Right Plan for Retirement Starts With the Right Information

Do you know how to:

Determine your actual costs in retirement?

Control and minimize debt?

Build your assets?

Save enough money before you retire?

Have the income you need after you retire?

Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.

 

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