Fee-Only Retirement Planning in Hazel Dell, WA

I’m Charles! I’m a fee-only CERTIFIED FINANCIAL PLANNER® certificant and Wealth Advisor with Barker Wealth Management, LLC.

I work with retirees in Hazel Dell who are 60 and older, helping them retire confidently and keep more of their money through smart tax planning.

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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 advice to Hazel Dell retirees in all of these areas:

  • Retirement income planning and account withdrawal strategies

  • Tax-efficient investing

  • Social Security timing strategies

  • Estate and legacy planning coordination

  • Charitable giving strategies

  • Coordinating with CPAs, attorneys, and other professionals

  • & a lot more!

A beach scene with people swimming and relaxing on the sandy shore, and a body of water with a series of wooden posts in the water under a partly cloudy sky. In Washougal, WA.

Vancouver Lake Park - W Hazel Dell