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
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.