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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Estate Planning

Learn how America's Wealthiest Families pass their estates on to their heirs in the most tax and cost effective manner.

Many times America’s wealthiest eliminate all or most of the taxes and cost to transfer their wealth. Sometimes, even increasing the size of their estates during the transfer. Wills and trusts may only address specific issues and need to be reviewed and updated as your desires and situation changes or as laws change that may impact your future plans. Many issues can still cause your money to fall through the cracks in places like your tax returns, risk exposure, fees and charges, low rates of return, large future income tax problems from your qualified or non-qualified money, protecting you from long term care, and lawsuits. Most of these are not addressed by having a living trust or a will.  

Ongoing income taxes and especially significant taxes to your heirs are key concerns today and many people believe their wills and living trust or other estate planning addresses it and they find out too late they were wrong.

Call (800) 222-4080 or email wbarrett@planmembersec.com today for a no obligation 3 Step Review and learn how your heirs can receive their inheritance in the most tax and cost effective manner.

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.