Barker Financial Management, Inc. offers personal financial planning, investment advisory, and investment management services to families, individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
We are an independent financial services firm. We do not affiliate with broker dealers or other financial service companies and we earn no fees or commissions through affiliations. This allows us to recommend financial and investment products and services with the lowest possible fees and expenses that meet your needs.
We focus our complete attention on our clients and we strive to develop financial plans and investment strategies that give you the best possible path to meeting your life goals and critical financial needs.
We offer financial and investment advisory services for an hourly fee and modular financial plans that are designed to fit your immediate and future needs.
For those who need a comprehensive financial plan, we offer a complete plan with a detailed twenty year outlook, net worth, cash flow, insurance and tax review, college planning, retirement plan, estate plan, investment plan, and implementation plan.
Notably, none of our plans are computer generated generic plans like the ones that are offered "free" by the big brokerages. Every one of our plans are customized to fit your special needs because everyone's needs and goals are different.
We also provide asset and investment management through an exclusive discount brokerage and custodian for our wealth management clients.
Please contact us for your free one hour consultation by clicking on the blue Contact Us button on this page and providing the requested information.