Comprehensive Planning

The Barrett Group believes that before you make an investment decision, it is important that they understand where you are today and where you want to be in meeting your investment goals. Using a disciplined process, they will design a custom investment plan for you. In particular, they offer:

  • Understanding of retirement programs including Self-Directed IRAs, Roth IRAs, and Simplified Employee Pensions (SEP).
  • Extensive experience working with Illinois Fire and Police Pension Funds.
  • Coordination of recommendations from your attorney, accountant, and other professional advisors.
  • Education-funding analysis to project college costs and estimate the funds you will need to send your child to college.
  • Providing customized financial strategies and asset/management services.