We, at Barton Financial Services, Inc., inform and empower clients to make decisions, work towards goals, and align financial plans with values.andnbsp; As an independent firm, we have the flexibility to promote products and services tailored to your financial goals and values.andnbsp; With goals in place, appropriate strategies are customized to fit your plan.andnbsp; We offer a full range of financial services including:
Stocks, Bonds, Mutual Funds, REITs, Annuities, 3rd party money management, Education savings, 401ks, 403b's, SIMPLE IRAs, SEP.andnbsp; Portfolio monitoring and management.
Life/Accident/Health, Disability, Medicare, Long Term Care
Employer/Employee Financial Management Workshops
Planningandnbsp;documentation for POAs, Wills, Trusts, Asset and Property Titling
Analysis of estate taxes, gift taxes and charitable giving
Planning is a life-long process addressing ever-changing circumstances.andnbsp; Planning is the foundation for our advice and service and we are committed to employing only those products and services that address what you care about most…….for life.