Retirement Income Planning
At Barr Asset Management, retirement income planning offers clients a comprehensive report about the income they can depend upon in retirement on a month–by–month basis. It’s similar to salaried income during working careers in that it can be determined down to the penny. No one should approach their golden years without receiving a retirement income plan.
Assets Under Management
When you’re accumulating assets, you’ll reach a point where you are no longer able to monitor them on your own. This is good news, but it also means you need help. That’s where a financial advisor with the right certification comes in. At Barr Asset Management, Dave Barr devotes time to check his clients’ assets regularly, so nothing falls through the cracks and loses value.
Wealth Management
As the owner of a securities license, Dave Barr can provide his clients with a full spectrum of financial services, including investments and portfolio management. He helps clients see their investments from a planning viewpoint, so they can determine the right mix of risk and safety to implement in their portfolios—and more importantly, when they should adjust that balance.
The Barr Asset Management Difference
Dave Barr of Barr Asset Management began his career in the financial services industry by employing conservative financial tools as a way to secure income for retirees. He continues to use these time-tested methods including a full compliment of financial services to his clients preparing for retirement, in order to achieve a proper balance between security and growth.
Residents in Eastern Washington and across the Pacific Northwest rely on Barr Asset Management as a one–stop shop for financial services. Whether seeking help in selecting appropriate investments, managing assets or designing a detailed income–based retirement plan, clients know they can depend on the experience of Dave Barr and his support staff.
CONTACT US
PHONE:
(509) 396-8954
