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

I specialize in helping retirees in and around La Center make tax-smart financial decisions throughout retirement.

Hi, La Center Retirees!

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Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire On Your Own Terms with Less Worry

I take pride in providing comprehensive financial advice for retirees. I do not believe that there are enough financial advisors in the La Center area who are doing this on a fee-only basis.

Here is what I help people with:

  • Planning how and when to draw retirement income

  • Making your investments more tax-efficient

  • Choosing the right time to claim Social Security

  • Coordinating your estate and legacy plans

  • Making the most of your charitable giving

  • Working with your CPA, attorney, and other trusted professionals.

  • And anything else that comes up along the way.

Sadie & Josie’s Bakery - Renowned La Center bakery