The following does not represent an actual person and should not be considered a testimonial for The Barker Financial Group.  It is a hypothetical depiction intended to illustrate a common client situation for which services may be rendered.

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Elijah Mitchell:
Dealing With New-Found Entrepreneurial Wealth

Elijah Mitchell never set out to be rich; he was just a whiz at technology. But a brilliant concept catapulted him virtually overnight to ranks of the wealthy. He then liquidated his company with the intention of striking off in a new but related direction. Barker Financial set up an investment strategy for him that really paid off.

Goals and Recommendations

Barker Financial Group identified liquid cash, estate and insurance planning, tax reduction, and short and long-term asset allocation as key focal points. Together, we worked with Elijah Mitchell to:

• Create an asset allocation strategy to support short-term, long-term, and
  current income objectives.
• Establish short-term investment portfolio to be used for a new
  business venture.
• Put together a long-term portfolio to manage assets not required for present and future business venture needs.
• Work seamlessly with his attorney to establish an estate plan and with his
  CPA to minimize tax issues.
• Develop a comprehensive risk management plan that covers medical, disability, life and long-term care.