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.
What does retirement mean to you? It doesn’t mean the same thing to everyone, so our retirement planning takes that into account.
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?
Thinking about paying for a secondary education can be scary, but the sooner you start saving, the longer your money will have to grow.
We can help you transition from running your business to enjoying your retirement.
There are many different insurance products available. Deciding if you need coverage and what to choose can be overwhelming.
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