Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Goals Matter

At Barnett Financial & Tax, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Wealth for You Financial Process

Our Wealth for You Financial Process is designed to help our clients achieve simplicity and confidence during their retirement years.
It’s focused around the five key areas of your current financial life.

Rollover a financial service for more information.

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?