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 CLIENT LOGIN
Call Us
IT CAN BE DIFFICULT TO MAKE FINANCIAL DECISIONS WITHOUT ACCESS TO INFORMATION.
Access Our Retirement Kit
Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

Seminars

Barnett Financial & Tax Seminars

At Barnett Financial & Tax, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as wealth accumulation and tax planning. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation consultation whenever you attend a seminar.

Public Seminar Schedule

The New Tax Law & You: Learn how the new tax law could impact you and your long-term retirement strategy

  • Thursday, December 13, 2018 (6PM – 7PM) – South County Regional Library (Community Room), 5801 Rea Road, Charlotte NC 28277
Registration



Which event would you like to attend? *
    • 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.