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
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.