Fee-Only Retirement Planning in Salmon Creek, WA

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

I work closely with many Salmon Creek retirees to help them make better financial decisions in retirement.

My clients are typically over the age of 60 and want the help of a credentialed professional because they understand that retirement is just too important to not get right.

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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.

Comprehensive, Fee-Only Financial Advice

Tax-Smart Investing

Lower Your Retirement Tax Bill

Retire Comfortably On Your Own Terms

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I focus on helping retirees in Salmon Creek with:

  • Creating their retirement income

  • Social Security benefit elections

  • Pension benefit elections

  • Better investment of your accounts

  • Aligning your estate plan with your assets

  • Tax-efficient charitable giving plan

  • Real estate decisions (on primary and investment)

  • and many more retirement decisions!

A winding river flowing through a lush green landscape with trees and grass on either side under a clear blue sky.

Beautiful Salmon Creek Trail