Thoughtful Financial Guidance, Built Around You
At Casey Barrett, we offer financial planning and advisory services that are tailored to fit the real-life needs of individuals, families, and professionals across Sonoma County and beyond. Whether you're just starting to build your financial future or looking to refine and protect what you've already established, we’re here to support you with clarity, consistency, and care.
Financial Planning
We help you understand where you stand today, define where you want to go, and build a plan to get there. From budgeting and saving to retirement planning and beyond, we take a practical and personalized approach to help you make confident financial decisions.
Investments
Your investments should reflect your goals, values, and timeline—not someone else’s model. We’ll walk you through your options, help you understand the risks and opportunities, and build a strategy that adapts as life changes.
Insurance
Life is unpredictable. We’ll help you evaluate your insurance needs and make sure you’re covered in ways that support both your immediate responsibilities and your long-term goals.
Business Benefits
Services designed for business owners to implement benefits for employers, managers & owners. 401k, Group Life Insurance, Executive Compensation, Health Insurance, etc.
Legacy & Estate
Planning for what comes next isn’t always easy—but it’s important. We work alongside estate professionals to help you think through how your assets will be preserved, protected, and passed on.
Medicare
Strategies & services for individuals who are on or will qualify to be on Medicare, who plan to save on MediGap/Part G premiums.
Retirement
Whether retirement is years away or just around the corner, we work with you to clarify what you’ll need, how to get there, and how to feel secure along the way.
Charitable Fund Management
We strategize with Non-Profits & Private Foundations to discern investment & saving opportunities that grow & preserve their fund, continuing their vision & mission statement.
Education Funding
We support you in planning for your child or family member to further their education (i.e. College, Private Schools, Preparatory Schools, Trade Schools, K-12, etc.).
