CA license#: 0D49945
415-968-5005
Serving Marin County & The Bay Area
- Annuities
- Savings & Banking
- Supplemental Health Insurance
- Education Savings
- IRAs
- Life Insurance
- Mutual Funds
415-968-5005
905 Sir Frances Drake Blvd Suite D
Kentfield, CA 94904
Your Guide to Smart Financial Planning
Jim Barker of Barker Insurance Services is a Personal Financial Representative in Marin County, California who believes that the key to a secure financial future is to start planning early. In this series of articles, he offers advice on investing, saving for retirement, and developing smart financial habits.
How to Secure Your Financial Future
By setting money aside each month for an emergency fund, long-term savings account, and retirement plan, you can eliminate financial woes down the line.
Should You Get Life Insurance?
Life insurance is something that every person should have, and the earlier in life you get it, the more affordable it will be.
Should You Invest in Mutual Funds?
If you're looking to diversify your portfolio while limiting your risk, then mutual funds could be a good option for you.
Should I Open a Self-Directed IRA?
If you're a financially savvy person and you prefer to keep a close eye on your investments, then a self-directed IRA is something to consider - provided, of course, that you're willing to put in the time to manage it.
What Happens to My 401K if I Leave My Job?
When you leave a job, you can - and should - take your 401K dollars with you by either rolling them into an IRA or into your new employer's plan.
Please visit my Allstate Agency Web Site to get more information on the Allstate products and services I can offer.
Are you interested in our services?
Please Contact Us Today - 415-968-5005
Barker Insurance Services
| 905 Sir Frances Drake Blvd Suite D
Kentfield, CA 94904 | © Local Internet Marketing by Yodle, Inc
Annuities |
Savings & Banking |
Supplemental Health Insurance |
Education Savings |
IRAs |
Life Insurance |
Mutual Funds
For product disclosures and other information, visit www.allstateagencies.com/jamesbarker This material is intended for educational purposes only. Allstate,
through its insurance companies, subsidiaries, and brokers/dealers, offers a variety of products including life insurance and registered
securities. Certain products, such as variable annuities, variable universal life insurance, mutual funds and 529 Plans, are available
only through securities licensed representatives, and sales material must be accompanied by a prospectus. Life insurance and fixed annuity
products are available from Allstate Life Insurance Company: Home Office, Northbrook, IL., and Lincoln Benefit Life Company: Home Office,
Lincoln, NE. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC. Registered Broker-Dealer,
Member NASD, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. California Insurance License Name and Number:
0D49945 and BARKER, JAMES THOMAS... Banking
products offered through Allstate Bank, Member FDIC. Other products
sold by Allstate are not insured by the FDIC, are not a deposit or
other obligation of or guaranteed by Allstate Bank, and may be subject
to investment risks, including possible loss of principal amount
invested.
