
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
-
Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
-
A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
-
Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
-
Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?