Welcome!, I'm Stacy Barber, a "Chartered Financial Consultant" located in Bowie, Texas. I have been in the same location for 27 years servicing the community that I love. My services include, Retirement Planning, 401K rollovers, Estate Planning, IRA's, and Life Insurance.
Planning your financial future can sometimes seem overwhelming. Your financial evaluation process will never be a "one size fits all' proposition. I start the process by listening. Then together we will determine your current situation by establishing your existing needs and helping you set your financial goals and objectives.
With many years of financial services experience, I can help you address your needs today and for many years to come. I look forward to working with you through all stages of your life.
If you have any questions or would like to set up a complimentary meeting, please feel free to call me at 940-872-5164 or stop by my office anytime.
Helpful Content
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators 
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
