Barrett Financial Solutions
Financial Planning
A financial plan is a comprehensive picture of your current finances and your financial goals. Let us create a strategy and roadmap for you to reach the financial destination you desire.
Life Insurance
Life insurance can give you financial confidence that your family will have financial stability in your absence. A few benefits of life insurance are:
Income replacement for years of lost salary
Paying off your home mortgage
Paying off other debts, such as car loans, credit cards, and student loans
Providing funds for your kids’ college education
Helping with obligations such as care for aging parents
Retirement Planning
Creating a plan for retirement can help prepare you to reach your goals. Preparing for retirement requires consistent saving and prudent investing. You can build a nest egg faster if you take advantage of workplace retirement benefits and optimize use of government programs, including Social Security and Medicare.
Annuities
Annuities are designed to help you grow your retirement income. They’re long-term contracts from an insurance company where in return for your investment, you get income in the form of regular payments. It is designed to help protect you from the risk of outliving your income.
Long-Term Care
Long-term care involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.
Financial Education
The education of understanding the financial concepts including saving, investing and debt that leads to an overall sense of financial well-being and self-trust.
Want to Attend A Free Financial Workshop?
We have the following workshops just for you. Select however many you want to try out!
Increasing Cash Flow and Debt Management
Preparing with Proper Protection
Understanding Assets Accumulation Strategies
Your Health and Wealth
Fulfilling Long Term Goals
Building Savings and Wealth