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
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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?"
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.