Raymond James Financial Services

Our Purpose

At Barton Financial Services Inc., we believe everyone deserves a secure and prosperous future. We are committed to providing comprehensive financial guidance and personalized strategies to empower individuals and families to achieve their financial goals.

What Sets Us Apart

Our team is comprised of experienced and certified financial professionals, each offering diverse backgrounds and expertise. We take a collaborative approach, tailoring our strategies to each client's unique needs, risk tolerance, and aspirations. We work alongside you to:

• Develop a personalized financial plan that aligns with your specific goals and aspirations.
• Tackle complex financial situations with proactive solutions and ongoing support.
• Empower you with knowledge and clarity to make informed financial decisions.

Our Services

We offer a comprehensive range of services designed to address your financial planning needs at every stage of life.

Wealth Planning & Investment Management

• Comprehensive financial planning and goal setting
• Portfolio management and asset allocation
• Retirement planning and investment strategies
• Estate planning and wealth preservation

Retirement Planning

• Comprehensive analysis of your retirement accounts
• Contribution strategies and investment options
• Planning for post-retirement lifestyle and healthcare needs

Estate Conservation

• Developing a robust estate plan to protect your assets
• Coordinating with legal professionals for execution

Insurance Solutions

• Reviewing your existing insurance coverage
• Identifying potential vulnerabilities and risks
• Recommending solutions to address your specific needs

Tax & Money Management

• Tax planning and optimization strategies
• Cash flow analysis and budgeting guidance
• Debt management and consolidation

Client-Focused Approach

We believe in open communication, transparency, and collaboration. We provide regular updates and access to your financial plan through our secure online portal. Our goal is to empower you to take control of your financial future and make informed decisions with confidence.