We believe values matter, and we live by ours every day.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Barker Financial Group, Inc. comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
Barker Financial’s professional wealth management and financial planning practice offers significant value to our clients. We work hard every day to earn your trust and demonstrate the value of our services. A few of these benefits are listed below.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.
As a fiduciary, Barker Financial has the legal duty to put the interest of our clients above our own. Others who work in a sales capacity are not bound by the fiduciary standard of placing your interests first, no matter how nice they may be. When our advisors make recommendations, you can rest assured that it is because it is in your best interest.
With over 60 years of combined experience using proven, disciplined investment management strategies intended for building and protecting your wealth, you can be confident you are getting sound advice, regardless of market conditions.
We work with institutional brokers and investments with low transaction costs and low expense ratios. Most trading costs are negotiated in advance at fixed institutional rates, reducing expenses relative to most retail brokerage arrangements. Most of the investments we use are commission-free, meaning they are not generally sold by those working in a sales capacity. Combined with low portfolio turnover, your overall expenses are kept comparably low. This can be a substantial advantage to traditional brokerage accounts.
We offer open, proactive and direct communications regardless of market conditions. Our fee structure, based on a percentage of assets under management is intended to encourage open door communications with our clients. Whenever you have a financial question you can call us at no additional charge – for simple, straightforward answers.
Even if you hire us as your advisor, it’s still important for you to understand the basics of your plan and your portfolio. We will walk you through everything from planning to account set up to ongoing oversight. We are also available to answer any questions at any time – at no additional cost to you.
In addition, our website contains numerous videos, presentations, and articles about various financial topics. Our blog covers timely topics that have real world application to client situations. These blogs are short, to the point, and easy to read. We also publish regular newsletters and whitepapers on a range of financial and investment topics.
Periodically, we provide each client with a performance report detailing their portfolio performance for the previous periods, presenting the actual results achieved. The performance is reported net of all fees and expenses. Annually, we also provide tax reporting documents to assist your tax professional in preparing your taxes.
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