Welcome!, I'm Stacy Barber, a "Chartered Financial Consultant" located in Bowie, Texas. I have been in the same location for 27 years servicing the community that I love. My services include, Retirement Planning, 401K rollovers, Estate Planning, IRA's, and Life Insurance.
Planning your financial future can sometimes seem overwhelming. Your financial evaluation process will never be a "one size fits all' proposition. I start the process by listening. Then together we will determine your current situation by establishing your existing needs and helping you set your financial goals and objectives.
With many years of financial services experience, I can help you address your needs today and for many years to come. I look forward to working with you through all stages of your life.
If you have any questions or would like to set up a complimentary meeting, please feel free to call me at 940-872-5164 or stop by my office anytime.
Helpful Content
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.