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
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
View all calculators 
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Saving for College 101
Here's a crash course on saving for college.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
