OUR MOST IMPORTANT TRANSACTION IS A CONVERSATION. OUR MOST IMPORTANT PRODUCTS ARE OUR INSIGHTS AND ADVICE.
While some financial services companies are focused on transactions and are given incentives to sell certain products, we are free of those kinds of pressures. That’s the beauty of being a small, independent firm. We only answer to our clients, not a head office.//
Our most valuable “products” are the insights we offer into our clients’ financial situations and the advice we give our clients about the best strategies for achieving their goals. We have literally thousands of investment alternatives to best match up against a client’s objectives. And we continually monitor performance, market conditions and your life changes to ensure that your investments are optimized.
But the key to our service is building the trust that comes from long-term, collaborative relationships between us and our clients.
That begins with a conversation, so you can best assess your fit with our team here at BarecWealth.
SERVICES:Wealth Assessment – our 360-degree analysis of your financial health
Wealth Planning – designing the long-term roadmap for your financial goals
Retirement Planning – plotting out the lifestyle and timing of your retirement
Estate Planning – making sure your beneficiaries will be cared for
Tax Planning – how you can best reduce your tax burden
Insurance Planning – how you can use insurance as a cornerstone investment
Portfolio Management – how we adjust your portfolio for changes in your life and in the market
Mortgage Advice – how you can tap into the accumulated wealth of your principal asset
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.