Retirees

We believe that most Retirees seek a stable income stream.  The stability of their income stream allows them to focus on living the life they want.
Barnes Capital LLC helps you ask, and answer, the big questions:

  • Can you afford to retire now?
  • How much do you need to have invested in stocks?
  • Do you have enough in savings and retirement accounts to provide for your family?
  • Should you put your trust funds in a municipal bond portfolio,
  • Or pay off the mortgage?
  • Or fund the kids, or grandchildren’s college account?

Retirement Income
Do you want to turn your retirement assets into an income stream that generates monthly income for your family’s needs?
Our retirement income portfolios are constructed with highest quality U.S. dividend-paying stocks paired with a custom bond portfolio.

Our retirement income portfolios are able to distribute 4% to 6% of annual income and keep that income growing each year as the companies that we own increase their dividends.

Call us at (925) 284-3503 to discuss how our retirement income portfolios might work for you.