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Text Content

Account View
Menu


 * Home
 * Services 
   * Financial Planning Service
   * Education Planning
   * Estate Planning
   * Business Services
   * Digital Investing
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
 * About 
   * Our Mission
   * Our Team
   * Useful Links
 * Tools 
   * Glossary
   * Tax Resources
 * Events
 * Make an Appointment

Account View



YOUR MONEY DESERVES OUR HELP.



Don’t go it alone. Whether you’re a first-time investor, reimagining your
retirement, or anything in between, you need a stellar team of financial
professionals in your corner. It’s our mission to coordinate all aspects of your
financial picture to get you the best advice and wealth management available. 

Make an Appointment


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ONE-SIZE-FITS-ALL FINANCIAL PLANNING? NOT HERE.



Your goals are our goals. Regardless of your age or background, we believe
people can live better lives with smart financial education and investment
management. We work closely with clients to match strategy to individual needs
for every walk of life.

Who We Are


WHO WE SERVE



Helping investors from every background


RETIREMENT


RETIREMENT

Get a plan, and stick to it!

Learn more


SMALL BUSINESS OWNERS


SMALL BUSINESS OWNERS

Supporting small businesses

Learn more


WORKING PROFESSIONALS


WORKING PROFESSIONALS

Make your money work for you

Learn more


WOMEN


WOMEN

Understanding your unique needs

Learn more


HOW CAN WE HELP?

Make an Appointment

We understand that not everyone’s financial situation looks the same. That’s why
we offer a complimentary introductory call to review your portfolio and see how
we can help you address your goals. A short call is all you need to get started
with a financial professional.

Make an Appointment


YOUR MONEY. OUR KNOW-HOW.



When was the last time you sat down and had an eye-opening conversation about
your money, life, and goals? If it’s been a while, it may be time for some
advice from a knowledgeable source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or
beyond, we’re here for you. We’re proud of our team and the people we’ve helped,
and we hope we can count you among them.


RETIREMENT

Make a plan and keep it on track

Learn more


FINANCIAL ADVICE

Goal-setting, cash flow, and risk management

Learn more


DEBT MANAGEMENT

Keep your money working for you

Learn more


ESTATE STRATEGY

Plan for every phase of life

Learn more


AS SIMPLE AS 1, 2, 3



STEP


1


DISCOVER

The more we know about you, your finances, and your goals, the better we can
help.

STEP


2


IDENTIFY GOALS

We’ll provide an amazing experience and a financial strategy that works with
your lifestyle.

STEP


3


BUILD A PLAN

Life is always changing, and so are you. We’ll be by your side through every
twist and turn.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


MAKE AN APPOINTMENT



We’d love to learn more about you and your financial goals. Our form is the best
way to schedule a complimentary introductory call.

Book a Appointment
Name
Email
Address
Phone
Question
Submit
Thank you!
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CONTACT

Office: 424-404-7058

Mobile: 603-475-7542

76 STRAWBERRY LANE

ROLLING HILLS ESTATE, CA 90274

Series 6,7,63,65

s.barrett@sbwii.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth,
Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities
and/or marketing names, products or services referenced here are independent
of Osaic Wealth.

This communication is strictly intended for individuals residing in the states
of CA, HI, LA, NJ, NY, PA and TX.

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