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

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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