And while we’re at it…
“I’m retired and I want income!” We focus on helping clients turn retirement savings into income. We do this every day. From the asset mix to the withdrawal rate to the mandatory distribution requirements to mechanically getting money from your account here to your checking account, we can help you determine how to convert your life savings into cash-flow in retirement.
Managing emotions can be as important as managing investments… It’s scary out there in the investment world! The financial news channels spew “infotainment” at you all day long. In my opinion, their goal isn’t to educate you, it’s to sell ad space, and they do that by preying on your emotions. At Barton Wealth Management, we believe an asset management process that's structured, focused and disciplined is the only way you can be sure that short term mania won't influence your long term goals. By establishing an appropriate asset mix, we strive for an environment free from over-reaction. If you look at the volatility over the past 15 years, if you sold at the wrong time because of an emotional knee-jerk reaction, you potentially damaged your long term financial situation. While Rule Number One at Barton Wealth Management is “It’s your money!” we’ll use that experience of ours and Wells Fargo Advisors Financial Network to help you make a good decision.
Let’s talk. Before we bring on a new client, we review your current financial goals, current investments, and present financial situation. We have a high average account size, although we won’t turn investors away if they’re as serious about their money as we are. But we only take new clients who are a good match. This goes way beyond account size; there needs to be chemistry. Let’s talk! Call us at 563-556-1000 today.