Our Mission

 

We discover what is important to our clients and tailor wealth plans that help them achieve their life goals.

 


We want to get to know you, your specific life situation, your goals for investing, your plans for retirement and your legacy.  We need to know what you are passionate about, what gets your motor revving, and what relationships are most important to you.

An understanding of what is important to our clients makes it possible for us to create living wealth plans.  When charting a course to reach financial and life goals, we collaborate with our clients, analyze investment allocations, contributions to employer plans, Social Security income, educational savings, income, taxes, health insurance costs, gifts, as well as life's little surprises.    

We meet with our clients periodically to review the course, and make changes accordingly.   

 Straight of San Juan de Fuca (WA) - Whale Watching - 2010 Barrett Financial, Ltd. Client Event

 

 


 

Your Life • Your Wealth • Our Commitment