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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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.