Relationships deeply rooted in confidence and trust.

We provide those in retirement or close to retirement with the guidance and education to make sound financial decisions to live financially secure during retirement.

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Barnett Financial & Tax provides individuals and families with the highest level of Retirement, Tax and Estate Planning. We do this with great purpose and passion for the achievement of our client’s goals and objectives and we serve them by assisting in the development of financial stewardship in their lives.

The team behind Barnett Financial & Tax is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal life in retirement. Click HERE to meet our team.

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5 Helpful Tax Planning Tips guide

The tax code underwent significant changes thanks to the 2017 Tax Cuts and Jobs Act. You may be wondering how the rewritten code will impact exemptions, credits, and individual tax rates for 2020. There are many factors that can impact whether your taxes will increase under the overhauled tax code.

EDUCATIONAL WEBINARS

Gain access to up-to-date financial and retirement information by attending one of our virtual webinars! With new webinars continuously being released, there’s a topic for everyone. Learn how the recent events across the globe have dramatically impacted the economy, markets, and the retirement landscape.

Rick Barnett has appeared on the following networks and publications:

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