Barouti Financial

Investment Planning

Partner with us to envision an investment plan that speaks to your time horizon, goals, and comfort with risk. In the sometimes unpredictable economy of today, it’s imperative to create a financial plan that both supports your investment needs and strives to prepare you for unexpected calamity.

Barouti Financial is pleased to be able to offer our clients the financial tools that are right for them. Each client receives customized achievable goals and dedicated service from our skilled team of advisers. No matter what type of investments you already have or desire to add to your portfolio, we will be here for you every step of the way.

Tax Planning

Ensure tax efficiency when you work with one of our advisers to analyze your financial situation from a tax perspective. We work hard to help our clients create tax efficient accounts by utilizing investment strategies that result in smarter tax plans.

Take the stress out of tax season by working with Barouti Financial. We can either work with your CPA or tax preparer directly or work with you to develop a plan to review with them on your own. From calculating tax on stock sales to sorting out options for tax payment, our advisers handle it all.

Retirement Planning

We will work with you to try and help you achieve your retirement goals by assisting to create a retirement plan you feel confident in. Whether you already have a 401(k) plan or need to start one, we’re happy to help. Guiding you to achieve your savings goals is one of our main passions.

If you’re looking to save for your retirement without the help of your employer, look no further than Barouti Financial. Our helpful advisers can guide you through learning about how individual retirement accounts function and how you can put your IRA to work for you.

Business Planning

Reach your business goals with a customized strategy and road map for the first few years of your business. Whether you need help writing or refining a business plan or determining the financial viability of your proposal, Barouti Financial has the experience necessary to help you reach your goals.

If you’re a current business owner, allow us to help you reorganize your already established business. Our advisers bring their experience to the table when it comes to transitioning family/small businesses to younger family members.