James Barker

Background

About James Barker

As President of Barker Financial Group, Inc, I help pre-retirees and business owners identify and work towards their wealth accumulation goals. When I started working in the financial services industry, I quickly learned that selling financial products based on commissions was not how I wanted to serve my clients. I started the company in 1997 to offer fee-only, customized financial planning and wealth management services. This has been our guiding principle for almost 25 years. We build long term relationships with our clients and provide comprehensive, individualized advice with a focus on: • Retirement savings and income security • Portfolio structure and investment management • Tax and estate planning • Employer sponsored retirement plans You can learn more about us at If we connect, you will not receive a sales pitch or a lot of inbox messages. I may offer you one of our whitepapers if I think it may be of interest to you, but the rest is up to you. If you already work with a financial advisor, maybe it’s time for a second opinion. If you aren’t already working with someone, don’t you owe it to yourself and your family to at least have a conversation with a professional about your goals and see if you are on track to reach them? Message me or visit our website to set up a complimentary introductory meeting or call. Here is one example of the many ways we help our clients: As a business owner, do you worry about preparing for retirement? Too often, business owners spend so much time and energy building their companies, they neglect their personal financial future and don’t create a strategy for turning financial success into a meaningful retirement- Does your company have a retirement plan for you and your employees- Did you know that a well-designed retirement plan can lower your income and payroll taxes? Owning a business is hard work and often doesn’t allow time for much else, yet many business owners don’t understand the implications of not having a retirement plan in place and don’t take advantage of the investment and tax savings opportunities available to them. We’ve created a guide to help you avoid common (and expensive) mistakes and show you how you can run your business and still plan for a successful retirement. Message me for a free copy of our eBook “5 RETIREMENT MISTAKES SMALL BUSINESS OWNERS MAKE and How to Avoid Them”. If you have questions, feel free to reach out. There will be no sales pressure. That’s not the way we do business.