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  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Estate Planning
    • Tax Planning
    • Private Client Services
    • Retiring from Chevron
    • Ironwood Retirement Plan Consultants
  • About
    • Why Us?
    • Our Team
    • Our Process
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    • Your Business
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    • Your Legacy
    • Your Freedom
    • Market & Investments
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    • Risk Survey
    • Retirement Readiness Quiz
    • 401(k) Calculator
    • Roth vs. Traditional IRA Calculator
    • SECURE Act RMD Calculator
    • College Readiness Quiz
These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.
These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. CWM, LLC and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools. CWM, LLC is not responsible for any human or mechanical errors or omissions. All calculations based on existing laws at the time of page publication and are subject to change without warning.

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Barnes Wealth Management Group
(661) 322-9799
5060 California Ave
Suite 600
Bakersfield, CA 93309

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  • Financial Planning
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Barnes Wealth Management Group, Inc. (“BWMG”) is a registered investment adviser firm, registered with the Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. BWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where BWMG is not registered or licensed shall be limited so as not to trigger registration or licensing requirements. For a copy of BWMG’s current form ADV 2A Brochure that includes a description of our services provided, fees charged and other important information, please call us at 661-322-9799. Additional information about Barnes Wealth Management Group, Inc. and its investment adviser representatives is also available on the SEC’s website at www.adviserinfo.sec.gov. Securities offered through Purshe Kaplan Sterling investments, a securities broker-dealer registered with the sec, member SIPC and the Financial Industry Regulatory Authority (“FINRA”)

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds – 15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Investment News Icons & Innovators: Awarded to Ron Carson (2016) Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The information provided in this article is for informational purposes only and should not be considered investment advice.  There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects BWMG’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessary come to pass. BWMG does not provide tax or legal advice.  To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional.  BWMG has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other Web Sites maintained by third parties over whom BWMG has no control. BWMG makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. BWMG is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of BWMG.

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