Welcome to Barton Financial Services Inc., specializing in financial management, retirement planning and estate conservation for life. Whether beginning your financial journey, readying for or enjoying the fruits of independence, we personalize our efforts to your goals - always mindful of your circumstances and your risk/opportunity profile.
Our firm, our services and our qualifications are orchestrated to fulfill your aspirations - as an individual, couple, family or business. Our website expresses our commitment to you - offering current information about our firm giving you easy access to an ever-expanding wealth of educational materials, articles, newsletters, calculators, and related tools complementing the consultation we provide and empowering the choices you make.for life.
Our firm, our services and our qualifications are orchestrated to fulfill your aspirations - as an individual, couple, family or business. Our website expresses our commitment to you - offering current information about our firm giving you easy access to an ever-expanding wealth of educational materials, articles, newsletters, calculators, and related tools complementing the consultation we provide and empowering the choices you make.for life.
Services
We, at Barton Financial Services, Inc., inform and empower clients to make decisions, work towards goals, and align financial plans with values. As an independent firm, we have the flexibility to promote products and services tailored to your financial goals and values. With goals in place, appropriate strategies are customized to fit your plan.
Barton Financial Services, Inc. is an independent financial planning, retirement and estate planning services firm that provides a customized approach to align your financial resources, goals and values. Our goal is to fulfill your individual, couple, family, or business aspirations by providing knowledgeable, caring and responsive financial advice and strategies.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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