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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Income Planning

Making sure your assets can generate the retirement income stream you need today and keep up with the rising cost of living that inflation pressures can exert requires expert planning.

Which income streams do you have control over?  Some like Social Security and pensions are automatic.  Others like distributions from your retirement and investment accounts or annuities require specific decisions as to when and how much you should take out.  Some of your accounts may allow you to take a guaranteed income stream that you can't outlive.

Helping you plan your income in the most tax efficient manner to meet your needs involves a well thought out plan to evaluate your special needs concerning risk of assets, liquidity needs for emergencies and feeling comfortable with the possible changes in your income needs from changes in the cost of where you live to changes in the cost of your health care.

Call Wes Barrett (800) 222-4080 today for a free, no obligation consultation to see how Income Planning can put Peace of Mind into your future retirement income needs.

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.