Welcome
Our firm is an independent financial and estate planning practice located in Texas. We provide comprehensive
financial and estate planning services to individuals, entrepreneurs and small business owners, and religious institutions.
The practice was established in 1984, focusing primarily on life, health and long-term care insurance for retirees, and has
developed in the ensuing years into a full-service firm offering comprehensive financial and estate planning, financial
services, retirement plans, annuities, and life, health and long-term care insurance products.
We are committed to upholding the highest standards of professionalism and confidentiality with every client. Our
approach to each case is uniquely crafted according to the client�s specific needs, desires and circumstances. When
appropriate, we implement a comprehensive approach to the case utilizing the following steps:
DATA GATHERING:
a thorough review of personal financial statements, insurance contracts, estate planning documents, tax returns,
retirement plans, and income
ASSESSMENT:
a detailed analysis of the client data, identifying specific areas of need, concern, or risk exposure
RECOMMENDATIONS:
a list of specific concepts and ideas to address areas of need identified by the assessment
SOLUTIONS:
high quality financial services and insurance products best suited to implement the recommendations, and referrals
to other legal and financial professionals to complete the plan
MONITORING AND REVIEW:
regular monitoring and periodic review of the plan to allow for future adjustments as needed
David W Barnett Founds Grand Arbor Advisors
- Posted by DWB on 03.30.2009
The Offices of David W Barnett is pleased to announce that, as of the beginning of 2009, Mr. Barnett has founded Grand Arbor Advisors, and independent registered investment advisory firm in the state of Texas. Barnett created the firm upon his departure from Signal Securities, Inc. of Fort Worth, where he served as an investment advisor representative until December 2008.
"We're very excited about the possibilities going independent holds for our practice and our clients," said Barnett. "My affiliation with Signal Securities was good, but 2008 changed a lot of thing as to how we looked at our business. I believe we'll have more flexibility in our practice to offer individualized solutions to our clients with a truly independent business model. Grand Arbor Advisors is strictly a fee-only financial planning and investment advisory firm. We think the fee-only structure is better suited for the way we manage our client assets."
New Flat Fee Consultation Programs Announced
- Posted by DWB on 03.25.2008
The Offices of David W Barnett has recently implemented three new flat-fee consultation programs. The programs
are designed so that everyone has the ability to personally consult with a financial planner, regardless of their
financial or estate situation. There are three program options:
The Silver Program
The Gold Progran
The Platinum Program
Fees for the programs start at $45 per individual or couple. Click here for more
information or to register for a consultation.
