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.
WELCOME TO BARNETT FINANCIAL & TAX
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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2022 Tax Planning guide
After a tumultuous 2021, filing your taxes this year could be complicated. Maybe you stopped working, realized investment gains, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact whether your taxes will increase and whether you need to rethink your tax strategy.
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 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: