Investment/Wealth Management   

At Barson Financial Planning we believe that markets are efficient.  This means that markets will price in new information instantly, so we do not try to time the market.  Rather, we build a well diversified portfolio based on your risk level, your goals, objectives, and time horizon.  We use exchange traded funds and/or mutual funds based on a recommendation.  We use academic research to identify areas of superior performance and implement those areas into portfolios.  Also we custody your assets at Charles Schwab, a well recognized third party custodian with branches located across the country.  Our annual advisor fee is based on the market value of the assets under management and is calculated on a tiered schedule ranging from 1.0% to 0.60%. This fee schedule is for combined relationships over $500,000. Investment management fees are calculated and paid quarterly.

Comprehensive Financial Planning

We know each client is unique and we are committed to getting to know you and the things that matter to you most.  The planning process consists of an initial call to get to know you, followed up with additional discussions to understand your specific financial needs to establish explicit goals.  From these discussions, we develop a comprehensive financial plan and strategies to boost your chances of reaching your financial destination.  Areas of concentration include but are not limited to tax, investment, retirement, estate, college and insurance planning. Comprehensive Financial Planning consists of a one time charge in the range of $1,000-$5,000.

Comprehensive Financial Planning Check-ins

Life doesn't stop after the comprehensive financial plan and neither do we. If you are like most people, you need help periodically with achieving your goals such as, "When can I retire?", "How do I start a college or house purchase fund?", or “How do I manage my stock compensation.” We will evaluate how you are tracking towards your goals, check off milestones, and discuss any new challenges you are facing. Financial Plan Check-ins can be scheduled as needed or on an ongoing basis. Check-ins are optional and the cost can range from $100-$1,000/month.

  Learn More About the Financial Planning Process