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Financial Advice in California

Barrett Financial Services, Inc. provides financial help to many different types of families in California. Whether you want to send your kids to college, travel more, buy your dream home, create a legacy for your heirs, set up your spouse for the future, or retire with enough income to live comfortably throughout retirement, Barrett Financial Services can help you achieve your life objectives with an emphasis on reducing risk.

(619) 473-8727

BARRETT FINANCIAL SERVICES

PROUDLY SERVING OUR CLIENTS MORE THAN 40 YEARS!

Retirement Planning

Asset Management

Life Insurance

Annuities

Income Planning

Legacy Planning

Accumulation Strategies

Lifetime Retirement Income

Fixed Income Alternatives

Spousal Income Options

College Planning

Long-Term Care

OUR CUSTOMIZED APPROACH

Everyone Is Different

What are your goals? What are you trying to accomplish in life? What is your vision for your retirement? These are all questions we ask you before we recommend any financial strategy or service. Getting to know you and your family personally and understanding your unique situation and circumstances before we create a plan is critical to achieving true financial success. You, your family, and your dreams, goals and objectives always come first.

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BARRETT FINANCIAL SERVICES CAN HELP

What are your financial objectives? Are you trying to retire but unsure about whether you have enough saved or whether your money will last? Give us a call—our consultations are complimentary and there is no obligation to work with us. Or feel free to drop us a message here and we will get back to you.

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Financial Planning Long Term Care

Why Long-Term Care is an Important Part of a Financial Plan

It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance…

Estate Planning

Why Estate Planning is About More Than Money

October is National Estate Planning Awareness Month! Here’s how the right plan can help you…

Insurance

6 Key Features of Indexed Universal Life Insurance

Indexed universal life insurance is a type of permanent life insurance that offers different benefits…

BARRETT FINANCIAL SERVICES

CA license: #0H08535 | #0F78103

TWO LOCATIONS

1120 North 2nd St. El Cajon, CA 92021

2419 La Brucherie Rd, Suite 110 Imperial, CA 92251

Global View Capital Advisors, LTD is an affiliate of Global View Capital Management, LTD (GVCM). GVCM is an SEC registered Investment Advisory firm. Warren Barrett is an Investment Advisor Representative (“Advisor”) with GVCM. This website is only intended for clients and interested investors residing in states in which the Advisor is registered. Please contact Warren Barrett at 619-473-8727 to find out if the Investment Advisor is registered in the state where you reside. The Advisor does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.