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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
To choose a plan, it’s important to ask yourself four key questions.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.