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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Faye Grainger:
Managing A Substantial Pension Plan After Retirement

Faye Grainger was looking to simplify her life after retirement, not make it more complicated. But in a falling market, her pension plan was taking up massive chunks of her time, with various people weighing in on what she should do now to stretch it as far as possible.

Objectives And Recommendations

Barker Financial Group first listened to Faye Grainger, and put together a strategy to help her with her daily expenses as well as her long-term objectives. By sitting down with her and making her the central part of the process, we decided to:

• Secure monthly income to cover day-to-day expenses.
• Analyze sources of income (taxable accounts, IRAs, etc.) to determine tax-advantaged distributions.
• Reallocate investment assets as necessary to meet goals and objectives.
• Review benefits of long-term care insurance.
• Evaluate estate documents and update as needed, in conjunction with
  an attorney.