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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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
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Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.