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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Investment Planning

Did you lose money in the two bear markets during the last decade?

Two questions can help you establish your risk comfort level.

First Question:
How would your lifestyle change if you had a 30 to 50% gain in your investment portfolio?

Some people respond that they might spend or travel a little more or just feel more secure.

Second Question:
How would your lifestyle change if you had a 30 to 50% loss in your investment portfolio?

Some people respond that they would be devastated or have to move to a smaller home or drop a club membership or some other dramatic change.
The loss has a dramatic change in their mindset and lifestyle.

This is the primary reason why Affluent Americans are far more concerned with protecting what they accumulated rather than chasing a risky possible high rate of return.

Are you prepared or comfortable with the possibility of another major market sell off? If you would like to learn what the true risk exposure is in your current investment portfolio and find out how that correlates with your personal risk comfort level Call Wes Barrett (800) 222-4080 today for a no obligation 3 Step Review . 

Has your current advisor discussed your risk comfort level recently?

Call Wes Barrett at (800) 222-4080 or email wbarrett@planmembersec.com today for more information.

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.