Broker Check

Products & Services

Barnette and Associates Wealth Management, LLC goes above and beyond the scope of the normal products and services offered by most financial firms. Barry takes a Holistic Planning approach when working with his clients. By taking this approach, Barry is able to work with his clients to identify their specific wants, needs and desires on an individual basis. As these vary from family to family, Barry is able to customize their plans help clients reach their financial and personal goals in life. Barry will review your investments, retirement plans, tax, insurance, tuition, social security and estate planning to make sure your plan is built to achieve your goals.

Barnette and Associates Wealth Management, LLC it is not just about the typical products and services, but about helping each client maximize their financial situation and bettering their life.

Listed below are just a few of our standard products and services offered.

Retirement Planning

Retirement Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Business Continuation Plans
  • Deferred Compensation
  • Money Purchasing Plans
  • Profit Sharing Plans
  • LIRP Planning
Investments

Investments

  • Mutual Funds
  • Managed Portfolios
  • Wrap Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Educational IRA
  • Brokerage Accounts
  • Variable Annuity
  • Equity-Indexed Annuity
  • Fixed Annuity
Insurance

Insurance

  • Life Insurance
  • Long-Term Care Insurance
  • Disabilty Income Insurance
  • Medicare Supplement Insurance

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