Barker Financial Group Inc.
1 Van De Graaff Drive
Suite 501
Burlington, MA 01803
Our Wealth Management Philosophy
Our wealth management philosophy and practice incorporate the intricacies of investing, employer-provided benefits, taxes and estate planning. Our client relationships and approach are based on trust, personalized service (one client at a time!) and a high degree of comfort – our clients’.
Our Fee-Only Firm
We do not sell securities or other financial products. We are exclusively Fee-Only.
Our objective is to make your financial life succeed for you, your family and, if you represent a business, your staff and entire organization.
You’ve worked hard to build your assets. Your dreams, your future and your security are important. Very important, in fact.
Working with the right wealth manager can eliminate both uncertainty and anxiety that you and other investors may experience during inevitable market ups and downs.
But who has the time for the endless oversight of asset management or the wherewithal to research and select the right investments?
Isn’t it time to start enjoying the resources you’ve accumulated…or, at the very least, let them work for you, worry-free and hassle-free?
That’s where Barker Financial Group comes in.
We’ll create a wealth management plan customized to your circumstances, your goals and your life. Our integrated planning and investment management services begin with the creation of a comprehensive financial plan to establish your goals.
Now that’s financial peace of mind.
The Barker Financial Team has a fiduciary responsibility to act in your best interests in all financial matters – and we take this responsibility seriously. We are compensated only by our clients.
So as a Barker Financial Group client, you get a higher level of protection for your assets…wealth management while avoiding conflict of interest.
As your advocate, we don’t just welcome client communication, we encourage it.
- We get to know you and your goals, while learning more about your thoughts on risk and return.
- We educate you about the recommendations we make and how they will impact your life.
- We help you sleep better – during any economic cycle.
Services
Wealth management, when done right, takes into account many areas of a client’s life. Financial planning, plan implementation and ongoing reviews ensure we’re always headed in the right direction, so your plan is hassle-free, built for balance and highly targeted.
At Barker Financial Group, we:
- Create a customized asset allocation strategy to match your investment and personal goals.
- Fully integrate your cash flow needs and tax circumstances into your portfolio design and financial plan.
- Review your holdings on an ongoing basis and incorporate changes where necessary.
- Coordinate your assets with your estate planning goals to allow for smooth wealth transfer.
- Take steps to help protect you against fraud.
Here’s how we do it:
We keep you actively updated on the issues that shape your economic health – including the market and global events. We also coordinate with your tax advisor to address the ever-changing mix of tax laws.
We design and consistently review your portfolio with your financial goals and holdings in mind - adjusting as needed and making sure you understand where you are on your financial roadmap at every step along the way.
More than just a quick snapshot, we give you the strategy for your total financial life, covering all your goals, needs, dreams and resources.
Specific services include planning, reviewing, strategizing and advising in these areas:
- Investments
- Taxes
- Retirement
- Education
- Estate planning
- Insurance
Our Founder/Owner – James Barker, ChFC®, CLU®
Since 1986, Jim has been a wealth management professional and leader. Jim began his career with the intention of starting an independent financial services company that does not sell financial products. This avoids conflicts with client interests.
After 10 years of working on the retail broker/dealer side of the investment world to learn the inner workings of the industry, he decided it was time to focus more on client needs, not sales, and thus Barker Financial Group, Inc. was born in 1997.
Jim’s designations include Chartered Financial Consultant and Chartered Life Underwriter. He is a member of the Investment Managements Consultants Association. He has earned degrees from the University of Maine in Business Management and Resource Economics.
Please be aware that Barker Financial Group Inc. has a portfolio minimum of $1,000,000 to accept inquiries through this directory.
