We, at Barton Financial Services, Inc., inform and empower clients to make decisions, work towards goals, and align financial plans with values. As an independent firm, we have the flexibility to promote products and services tailored to your financial goals and values. With goals in place, appropriate strategies are customized to fit your plan. We offer a full range of financial services including:
Retirement/Pension Planning and Investment Strategies
Stocks, Bonds, Mutual Funds, REITs, Annuities, 3rd party money management, Education savings, 401ks, 403b's, SIMPLE IRAs, SEP. Portfolio monitoring and management.
Insurance and Related Risk Management and Planning
Life/Accident/Health, Disability, Medicare, Long Term Care
Education and Training
Employer/Employee Financial Management Workshops
Estate, Tax and Charitable Planning
Planning documentation for POAs, Wills, Trusts, Asset and Property TitlingAnalysis of estate taxes, gift taxes and charitable giving
Planning is a life-long process addressing ever-changing circumstances. Planning is the foundation for our advice and service and we are committed to employing only those products and services that address what you care about most…….for life.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
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