I’m Charles. I’m a Fee-Only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.
I have had the pleasure of serving many Woodland retirees in my career, helping them feel more confident about the financial decisions that they face in retirement.
Hi, Woodland Retirees!
Fee-Only Financial Advice from a CFP®
Invest Better
Lower Your Lifetime Retirement Tax Bill
Retire with Confidence
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I help you coordinate all the key areas of your financial life, including:
Developing a reliable income strategy that blends withdrawals from IRAs, Roth accounts, and taxable savings.
Minimizing taxes in retirement through smart strategies like Roth conversions and asset location.
Choosing the optimal time to claim Social Security based on your full financial picture.
Reviewing your estate plan to ensure your assets pass according to your wishes — with minimal taxes, delays, or confusion.
Structuring charitable gifts in ways that align with your values and offer potential tax advantages.
Working directly with your CPA, estate attorney, and other professionals to ensure your plan is cohesive.
Managing investment risk to match your income needs and long-term goals.
Staying ahead of key milestones like RMDs, Medicare enrollment, and tax bracket thresholds.
The Cedar Creek Grist Mill near Woodland