We are proud to announce a new service for our valued clients.
Life Planning– A life plan is a roadmap for your life that helps you prioritize what is important to you, make decisions based on your priorities, and move toward the life you want. We utilize these goals and consider your assets when looking at your insurance needs. Then we make a plan that fits your life and family’s needs.
Retirement Planning– Retirement is a significant life event for all of us, personally and financially. At Barret and Associates “Retirement Planning” is an important process that is tailored to every person’s needs and objectives. Our goal is to collectively establish which retirement path makes the most sense for you, utilizing our T.R.A.K. (The Retirement Analysis Kit) software to calculate a GAP Analysis. We start by taking you through a confidential and comprehensive process to define your retirement income needs. We determine your goals and match them with the right tools to secure your future.
Estate Planning– Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Life Insurance can play a huge role in someone’s estate plan. Especially if they want to pass their assets to family members. Brian will help create a plan that builds a legacy for you and your family.
Whatever your planning needs we have you covered.