Our Services

Comprehensive 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.

We help you understand your options and establish an effective written financial plan that serves as a 

 

Financial Planning Process
Portfolio Evaluation
Retirement Planning
Estate Settlement Assistance
 
Planning services are offered through Masland & Barrick Advisory, Inc., a Registered Investment Adviser. Walnut Street Securities Masland & Barrick Advisory Inc. are unaffiliated entities. 
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** Investments

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.

Stocks
Mutual Funds                                                                                                                                                    Certificates of Deposit
Bonds, Taxable and Tax-Free
Treasuries, GNMA’s , and CMO’s
TAP 529 and Coverdell Education Savings Accounts                                           

Variable Annuities
Trust Accounts

**Securities offered through Walnut Street Securities, member FINRA, SIPC.

 

Wealth Management Services

 

 

 

401 (k), 403 (b)
Pension Plan Annuities, Fixed and Variable
SEP and SIMPLE IRA’s
Profit Sharing Plans
Estate Accounts
IRA, Roth IRA, Rollover IRA
 

 

Insurance/Risk Management

Life Insurance
Long-Term Care Insurance

 

Tax Planning and Tax Preparation

Tax Preparation
Tax Planning
Personal Money Manager
Small Business Account & Payroll Services

Planning services are offered through Masland & Barrick Advisory, Inc., a Registered Investment Adviser. Representatives of Walnut Street Securities, Inc. do not provide tax advice.  Walnut Street Securities Masland & Barrick Advisory Inc. are unaffiliated entities.

 

Divorce Financial Planning

Pre- and Post-Divorce 

Planning services are offered through Masland & Barrick Advisory, Inc., a Registered Investment Adviser. Walnut Street Securities Masland & Barrick Advisory Inc. are unaffiliated entities.

 

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 achieving your financial goals by setting up a free initial consultation. Learn how Masland & Barrick can help you reach your dreams.