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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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.