Our Services
Our Services
Financial Planning
Investment Advisory
Goals-Based Financial Planning
Retirement Planning
Estate Planning
Tax Planning
Life Insurance Planning
Education Planning
Gift Planning
Charitable Contribution Planning
Long-Term Care Planning
Portfolio Analysis
Cashflow Analysis
Income Analysis
Expense Analysis
Social Security Analyzer
Value-Added Services
Investment Advisory
Portfolio Rebalancing
Performance Reporting
Strategy and Tactical Meetings
Personal Financial Organizer
Digital Vault
Financial Calculators
Settlement of Estates
Net Worth Statements
Balance Sheets
Monte Carlo Risk Analysis
Financial Education
Client Education Videos
Work with your Key Partners
Organize Key Documents
Value Added Support Team
Sounding Board for Friends & Family
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@barrettandcompany.com | (401) 351-1000