At Barker Financial, our process is designed with communication at its core. Your team of wealth advisors are in contact with you often, helping you anticipate and navigate all of life's transitions.

Review and Plan -  Each introductory meeting starts with a straight forward, one on one conversation about what you want to accomplish and how we might help you. Because we place an emphasis on this phase, your financial plan is completely customized to your unique circumstances. It will show you things like our proposed asset allocation, the optimal age for you to begin Social Security payments, and an overview of the most tax efficient way to disburse funds in retirement. The plan is yours to keep whether or not you choose to continue working with us.

Implement and Manage - If you choose to work with our wealth managers, they will guide you through the set up process and make sure you understand each step. Securities are carefully selected to reflect a broad range of asset types, sectors, and industries - while still keeping in mind your risk tolerance, time horizon, and overall goals.