Are You Financially Independent?
Request a no-obligation meeting today to discuss your financial future and our role in your financial independence!
Connect with us 800.425.7044
Call Us Call Us
Meet the professionals who are here to meet your needs.
Access Our Retirement Kit
Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

About » Affiliates

Affiliates

Erik Nagengast Insurance Broker

Erik Nagengast began his insurance career over 18 years ago. He founded Solutions N Sync in 2012. His firm specializes in Employee Benefits, Human Resources, and Technology Solutions. His team has over 45 combined years experience in assisting individuals, families, and businesses with their insurance needs. They received their certification as Healthcare Reform Specialists in 2013. They annually assist over 200 families and dozens of businesses across the United States with the challenges of Healthcare Reform. Their expertise also includes dental, life, disability, accident, critical illness, tax-related savings accounts, and much more.

Michael ThiboMortgage Consultant

Michael Thibo has over 15 years of experience in the mortgage industry and opened his mortgage company, MD Mortgage Inc., in 2014. MD Mortgage represents various lenders and offers conventional, FHA, RD and VA loans as well as reverse mortgage loans. By representing various companies, MD Mortgage Inc. can shop loans and find the best available rate and lowest costs.
The MD Mortgage processing team is local and knowledgeable and has been given quality service awards files from our lenders.

Richard SaboAttorney

Picture and bio coming soon!




 

Strategies for Financial Independence

To schedule a time to discuss your financial future and how we can help with your financial strategy, contact us at myteam@bfandt.com or call us at 800.425.7044 today!



 

Meet Our Team Barnett Financial & Tax

At Barnett Financial & Tax (BFT), we are dedicated to providing individuals, families and businesses with quality financial products and services for the achievement of their goals and objectives. We are committed to serving clients by assisting them in the development of financial stewardship in their lives. Founded in 1990 we are an accredited member of Better Business Bureau.

Learn More About Us

As Seen On

Privacy Policy | Terms

Investment advisory services are offered through Elevated Performance Investment Group LLC, a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group LLC, Barnett Financial & Tax Charlotte LLC, and Barnett Financial & Tax Inc are affiliated companies.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.