Broker Check
564-237-2577
Ron.Barnette@PacificNW-LPL.com
Log In

Products & Services

Whether you are near or in retirement, just starting out in your career or simply exploring your investment options, we may be able to help you find solutions that are right for your financial goals.

What We Do:

  • Wealth management
  • 401(k), IRA and TSP rollover options
  • Retirement planning
  • CD and savings alternatives
  • Brokerage accounts
  • Life and disability insurance
  • Long-term care insurance
  • College savings plans
  • Legacy and estate planning strategies

We put the member first, taking a full balance sheet approach to advising. Our goal is to be Your Financial Partner for Life. 

  1. Discovery: Your advisor will assess your financial picture, goals and risk profile.
  2. Analysis: We will analyze your current holdings, looking for areas of strength, weakness and opportunity.
  3. Recommendations: You will receive a customized strategy designed to help you reach your financial goals.
  4. Implementation: We will help you prepare and organize the implementation paperwork.
  5. Monitoring: You can meet with your advisor each year to review your portfolio and make adjustments as needed.


Schedule a Consultation
All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.
Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More
Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
Learn More
A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Learn More

Have a Question?

Let's Talk