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About » President & CFO

Meet Our Leadership Team

Rick Barnett President, Retirement & Estate Planning Advisor

Rick Barnett, founder of Barnett Financial & Tax, began his Financial Services career in 1990. Since then he has grown his firm to become a one stop financial hub for clients in Michigan and beyond. Currently Rick and his firm work with 100’s of individuals, families and businesses.

You may recognize Rick from his financial radio show, the “Barnett Financial Hour” on Supertalk AM 1570 and WSNL AM 600. He has also been frequently seen on ABC, CBS, NBC and Fox 66. Rick and his firm provide a variety of products and services to assist clients in achieving their financial goals and objectives. Also, through its affiliations, they provide Estate Document Preparation & Tax Preparation Services.

Rick holds several professional designations including Certified Estate Planning Professional (CEPP), Masters of Estate Preservation (MEP) and Christian Financial Consultant and Advisor (CFCA). Rick gives back to the community he serves in many ways through Board Participation and Charitable service for over 20 different organizations. Also, Barnett Financial and Tax is currently an accredited member of Better Business Bureau and a member of the National Ethics Association. Rick lives in Grand Blanc and is married to wife Leah and they have four children; Parker, Gabrielle, Harrison and Broderick.

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 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.

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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; 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.