Barrett Financial, Ltd. is an independent Wealth Management Firm located in Anacortes Washington. We are dedicated to designing wealth plans that fit the individual needs of our clients.
In this media-deluged, quick impact, ever connected world we live in, the number of things that can effect your investments, life plans, and even your sleep, are astronomical. Our goal is to collaborate with our clients to create living financial plans that allow our clients to rest assured that their financial future is not tied to the next crises, whether it be real or media-created.
Patrick Barrett (BFL President) has over 24 years of experience in the financial planning industry, experience critical to making sound investment decisions, cutting through the "emotions of the day", and working in the best interest of clients. Pat and his staff take a deep look at the overall financial picture and life objectives of all our clients. When you’re life changes, we change with you.
We pride ourselves on communicating with our clients and we expect our clients to tell us when there is a leaky roof, a trip to the Mediterranean or a new baby or grandbaby on the way. Our clients trust us because we are more than just an investment firm, we are planners with a sincere interest in the lives of our clients.
Your Life • Your Wealth • Our Commitment
Newsletters
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.