At Barington Capital, we believe no matter what stage of life you are in, it is important to understand your financial future. We listen and take into account your entire situation to help you find the best strategy to work towards your goals. Whether you’re enjoying retirement, planning to retire or simply protecting your nest egg, now is the right time to review your current financial situation.
Our financial planning process is designed to get to know you and understand your needs, goals, and priorities before implementing an action plan. We work closely with you to see where you are now and help build the foundation for a successful future.
Our four-step process:
- Get to know you – Start by telling us about your financial and personal goals. Are you investing to produce current income for retirement, or are you growing assets for the future? What are your goals and target dates? We will work with you to prioritize your needs, wants, and wishes.
- Create a custom plan – We will work with you to create a custom-tailored financial plan based on your unique financial situation. Our plans are designed to reflect your desire for protection, income, and growth of your assets.
- Activate your plan – Once your game plan is established, we assist in implementing the plan, including building a custom investment portfolio.
- Monitor your portfolio – Meet with you on your choice of a quarterly, bi-annual or annual basis to review your plan’s progress. When changes in life occur, we will partner with you to revise your plan and rebalance your portfolio as necessary.
When it comes to planning for your financial future, we are dedicated to doing what’s in your best interest.
All you need is the plan, the road map, and the courage to press on to your destination.
– Earl Nightingale