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Worried that your financial strategy is Missing Something?


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

Your Dreams 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.

Financial Freedom Compass Process

Our Financial Freedom Compass 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.

Income
Planning

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

Investment
Planning

Once your income plan is established, we’ll create an investment plan for the remaining assets that you do not need to draw from month to month.

Tax
Planning

Any comprehensive retirement plan will include a strategy for decreasing tax liabilities.

Health Care
Planning

We’ll create a strategy to help you address rising health care costs with minimal expenses.

Legacy
Planning

We’ll work collaboratively with a qualified estate planning attorney to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

Schedule an appointment with us

During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 800.425.7044.

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