Investment Planning

For whatever stage of life you’re in, we are here to partner with you as your personal financial advisor in the investment process. We are your guide to a realistic financial plan that is designed to help you reach your goals, whether that includes traveling the world, buying a new ranch or just living the way you want, we can help you paint that picture.

 

 

Retirement Planning

Retirement planning is for everyone, whether preparing to retire, enjoying a working retirement, or already retired, the team at Barron Wealth Strategies is here to make that process seamless. It is our goal to partner with you and become your retirement guide. Rather than dwelling on the day to day concerns, we will take a long term approach and help you pursue longevity so you can live your golden years like you want to.

 

 

Divorce Financial Planning

When the unexpected happens, our advisors at Barron Wealth Strategies is here to be a resource for you. No one plans on getting a divorce and when the unthinkable happens you have lot on your plate along with juggling everyday life. We can help guide you through the process by working with your attorney to help you build a strong case in your divorce and ensure that common mistakes are avoided. After all, you have worked hard in your marriage and you want to make sure that your family is protected whether or not it is in transition.

Barron Wealth Strategies and our financial advisors are located in Weatherford, Texas just to the west of Fort Worth and our team is here to help you achieve your financial goals, manage your money, and make your life better.

Our team at Barron Wealth Strategies is not like most other financial advisors. We are an independent advisory firm, where you receive advice unblemished by the conflicts of interest that have plagued Wall Street firms.

We are free to recommend the best financial products to help you meet your goals by selecting products and strategies that are right for you. Since our firm does not have any sales quotas, we can devote our time and energy into doing what is in our clients’ best interest.

We benefit our clients by having all of the resources of the largest firms, but we deliver them with old fashioned excellent client service. We serve high net worth individuals and families. No client is too large for us to assist and everyone needs a financial advisor.

With no national ad campaigns, we rely on word of mouth referrals from people in our community around Fort Worth and Weatherford Texas to grow our business. You will not be treated like just another account number and there is no corporate bureaucracy when you need an answer about your money. Our staff understands that you expect and deserve excellent client service. Our primary goal as your financial advisor is to give our clients peace of mind.

Please read through our website to see how we can help make your life better. We give you our word that we will be a partner that you can rely on for integrity, intelligent advice, excellent service, honesty and value.

Independent Advisors Providing Objective Advice

We have expertise in a broad range of financial issues including but not limited to:

  • Investment Planning
  • Retirement Planning
  • Divorce Financial Planning
  • Estate Planning & Trust Services
  • Small Business Planning
  • Insurance Planning
  • Financial Planning

Investment Planning

We can customize an appropriate mix of investments to meet your needs. Through Raymond James, Barron Wealth Strategies works with our clients to build a portfolio that fits their investment personality and aligns with their objectives whether using conventional methods or more sophisticated strategies.

Once we agree on a strategy, we then monitor your investments and communicate with you on a regular basis about their performance.

Retirement Planning

Whether you are preparing for retirement, already retired or planning to work through it, our team at Barron Wealth Strategies can work together with you to efficiently utilize your money for the years ahead. Our goal is to collaboratively work along-side our clients to explain away the mystery of retirement and what it takes to live like you want in your golden years.

We can take a deep dive into what your income needs are now and going forward and help make any adjustments that seem appropriate.

We provide beneficiary reviews of your annuities, IRA’s, 401k’s and life insurance to ensure that they are actually transferred to the desired persons upon your demise.

Divorce Financial Planning

Mike Barron of Barron Wealth Strategies is a Certified Divorce Financial Analyst (CDFA). We understand how to thoroughly and efficiently look after you and your interests during this time.

We become as asset for you and your attorney to help protect your means, during and post-divorce. By taking a look at your financial picture we are able to help your attorney strengthen your case in efforts to reach a fair settlement on your behalf.

Once we have a complete picture, we are able to project what a proposed settlement could look like in the future and help avoid issues that are commonly overlooked.

When it comes time to stand on your own, we’ll be there to help you see the possibilities more clearly.

Estate Planning and Trust Services

Regardless of how large or small your net worth is you need some form of estate planning. A simple will may be all that is needed.   In other situations, a complex estate plan may involve multiple trusts, limited partnerships and life insurance policies.

At Barron Wealth Strategies, we are well versed in creating, implementing, and monitoring financial strategies to help maximize your wealth transfer and mitigate the tax burden from one generation to the next.

Raymond James Trust offers complete personal trust services, including serving as trustee or as an agent or custodian for individual trustees. Raymond James Trust also serves living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts. Today, Raymond James Trust manages more than $2 billion in assets for trust clients.

We will work closely with your estate planning attorney, executors, trustees and beneficiaries to make sure that things are transferred as you wish.

Small Business Planning

We can help you develop, implement and monitor a retirement plan that suits the needs of your business as well as those of your employees. Whether you are a sole proprietor or have hundreds of employees, there is a retirement plan that can help.

Not only can we assist with strategies to attract and keep key employees, our team at Barron Wealth Strategies can even assist your business with a buy/sell agreement offering assistance to owners that wish to sell the business.

Insurance Planning

Insurance can play a vital role in your comprehensive financial plan. Don’t think of insurance in terms of something to benefit you, think of it in terms of something to benefit the loved ones in your life.

We can help protect your family in the event that you become disabled or have a long term illness requiring skilled care. Our advisors at Barron Wealth Strategies provides our clients with a review and needs analysis of life, disability, and long term care insurance.

Financial Planning

Financial planning is a combination of some or all of the above items.

As your financial advisor, we have a four step process for financial planning: (1) understand your goals (2) design a plan (3) implement it and (4) monitor it.

This becomes the road map for where you are currently, where you want to go, and how to get there.    Don’t leave your future to blind luck.

Contact us today to get started with a free initial consultation.

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