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
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Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Here are five facts about Social Security that might surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Agent Jane Bond is on the case, cracking the code on bonds.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.