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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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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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.