There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

401(k) Advisory Services

Barker Wealth Management, LLC is an independent Registered Investment Adviser, which means that we work exclusively for you and assume the role of an ERISA fiduciary as an advisor to your plan. We strive to help you and your employees get the most out of your corporate retirement plans by providing...

Financial Planning

Financial Planning Services The financial planning process includes the following six steps: Step 1 – Establishing & defining the Client-Planner relationship. Step 2 – Gathering your data, including personal & financial goals, needs & priorities. Step 3 – Analyzing & evaluating your financial status...

Investment Management

Our products are diverse, but they share common goals: to provide market exposure when conditions are favorable and seek tactical protection during market downturns.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Social Security Optimization

Social Security claiming strategies are complicated. Believe it or not – timing your start date, coordinating taxes and using the right claiming strategy could increase your lifetime Social Security benefits significantly.

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest, and the family members are most concerned with receiving as much money as possible.

Estate Planning

Estate planning can maximize the value of your estate through potential savings on taxes and estate settlement costs, help protect your privacy, clearly specify your legacy goals and confirm that your final financial and life wishes will be carried out.