Fee-Only Retirement Planning in Felida, WA

I’m Charles. I’m a Fee-Only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.

My work focuses on helping retirees in and around the Felida area in making tax-smart decisions with money in retirement.

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meet with charles
Professional headshot of Charles Petitjean, CERTIFIED FINANCIAL PLANNER® professional. He has short light brown hair, blue eyes, wearing a blue blazer and a checkered shirt, against a white background.

Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

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I provide Felida retirees with advice on a multitude of different items:

  • Generating your retirement income

  • Tax-efficient and thoughtful investing

  • Best time to take Social Security

  • Ensuring your estate and legacy plans are set up correctly

  • Maximize your charitable donations

  • Collaboration with your CPA, attorney, and other professionals

  • & a whole lot more!

Sign for Farrar's Bistro, a restaurant and bar in Felida, WA, advertising daily specials and happy hour with smaller signs indicating the restaurant and bar on an outdoor wall, with a street and speed limit sign in the background.

My favorite local fare, Farrar’s Bistro off of NW 36th Ave.