Wes Barrett and Hy have been married 50 years and have four children and three grandchildren. Wes and Hy live in the mountain community of Pine Valley, California.

Barrett Financial Services, Inc.
Phone: 619-473-8727
Toll Free: 1-800-222-4080
P.O. Box 476
Pine Valley, CA 91962

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Charitable Planning

Give until it hurts may no longer apply.

Trusts and direct gifts are only one way of helping your favorite charities.  Many other alternatives are available.  Some allow you to maintain control of your asset and still avoid future tax problems that might have occurred without the charitable planning.

Charitable planning and analysis can be a very rewarding process for you and your favorite charity. Identifying potential current or future significant tax problems can help you, your heirs and your charities.

If you have significant qualified or non-qualified type assets like IRAs, SEPs, 401Ks or annuities, as well as capital gains in stocks or business interests you may be creating significant future tax problems for you and your heirs.

Discovering these problems today gives you the time to plan properly and perhaps avoid them entirely and significantly enhance the future for yourself, your heirs or your favorite charity.

Call Wes Barrett at (800) 222-4080 for a free, no obligation consultation to learn more about the use of trusts and direct gifts, as well as, a variety of other methods that do not require you to release control of an asset to help your charities.

Call (800) 222-4080 or contact us at today!

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Wes Barrett and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Wes Barrett.