Rebecca Barker
Rebecca Barker
Financial Services Representative

Together, WE can achieve Financial Freedom....

Welcome and thank you for visiting!

My mission is to help you, as my client, to accumulate, protect and preserve wealth, based on your personal financial goals and objectives.
I will assist you in achieving your unique goals be providing a variety of solutions to address specific needs, both for today and tomorrow.

It is extremely important to me that you understand the value of preparing for your financial future. To facilitate that process, I offer educational services, such as a full assessement of your current financial situation. That creates the opportunity for us to work together to identify your needs and priorities so we can develop and implement a financial strategy tailored to you!

My goal is to help you make informed decisions about issues
that affect your financial well being so you can achieve financial
freedom. 

Feel free to contact me if you would like more information about a particular
MetLife product or service or to schedule your complimentary consultation.

I look forward to hearing from you.



 

I am licensed and registered to offer products and services in [NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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