My Mission

 

Provide Wealth Management advice, while protecting your family and giving you peace of mind.

 

Welcome from Patrick Barker

According to a survey from GoBankingRates, 1 in every 3 Americans has saved $0 for retirement!

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Achieving financial security takes more than creating a comprehensive plan; you also need to take action on your plan, evaluate the plan annually, and make strategic adjustments over time.  Together, we’ll create a timeline to help protect you and your family as well as help you create a roadmap to help you reach your long-term savings goals.

Patrick R. Barker, CFP®, CLU®, ChFC®, MSF

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck