"Our goal is to provide you with superior customer service and a lifetime of honest, objective and pertinent advice regarding your financial affairs."
Thank you for the trust you have placed in our Masland & Barrick team, and we hope you and your loved ones stay safe and healthy.
Masland & Barrick Tax Service clients: Please email us with tax related questions or concerns, at maslandbarricktax@gmail.com
Begin Your Plan for Success
Dreams really do come true. With a clear vision of your future, and a solid plan for getting there, no realistic goal is beyond your grasp. Take the important first stop on the road to pursuing your financial goals by setting up a free initial consultation. Learn how Masland & Barrick can help you reach your dreams.
Personalized Financial Planning Services
Masland & Barrick provides financial planning services tailored to your special needs. In an increasingly complicated financial world, our commitment is to you, not a particular investment product.
These may be some of the questions we can help you answer.
Am I saving enough for:
college?
retirement?
a new home?
vacation?
financial security?
**Wealth Management Services
Careful, well planned investing is the cornerstone of financial security. The Financial Advisors at Masland & Barrick search for the most appropriate investment options available - options that remain consistent with your goals, risk tolerance, and other factors.
Our Financial Advisors are fully licensed at the highest level to offer full brokerage investments including individual stocks, bonds, including municipal and corporate, preferred stocks and a full spectrum of mutual funds. These investments can be purchased inside an advisory or managed account for those individuals wanting a fee based relationship.
We are able to provide these investments in joint, individual or trust accounts and traditional IRA and Roth accounts earmarked for retirement. For those who are self-employed, we offer SEP, SIMPLE IRA and Profit Sharing Plan accounts.
**Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC.
Protecting Your Wealth
Whether you are protecting assets for the next generation or protecting your life-time income, we can offer you many solutions. Anyone who has experienced taking care of parents understands the need for this vital conversation.
Retirement Income Strategies
We are able to assist you in developing a tax efficient withdrawal strategy for your retirement.
Divorce Financial Planning
As you work through the legal aspects of divorce, Masland & Barrick Advisory, Inc. can assist in mediating the best possible financial settlement based on your situation. We can also be there to guide you in your new life after divorce.
Planning services are offered through Masland & Barrick Advisory, Inc., a Registered Investment Adviser. Cetera Advisor Networks LLC and Masland & Barrick Advisory Inc. are unaffiliated entities.
Personal Money Manager
Customized services for families needing assistance with their everyday financial affairs. Planning services are offered through Masland & Barrick Advisory, Inc., a Registered Investment Advisor. Cetera Advisor Networks LLC and Masland & Barrick Advisory Inc. are unaffiliated entities.