Welcome to Barclay Financial Services
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- Cash flow analysis - for everyday budgeting
- College planning - long-term planning to ensure you're ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me
Newsletters
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?