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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 a passion for the achievement of our client’s goals and objectives as we serve them by assisting in the development of financial stewardship in their lives. Click HERE to meet our team.

THE BARNETT ADVANTAGE

A Well-Thought-Out Strategy Personalized To Your Retirement Needs

Having one, trusted source oversee your investments and taxes can make you money in retirement. At Barnett Financial & Tax, we believe everyone should be able to live the retirement they’ve always wanted. With our Barnett Advantage plan, our team of professionals can help you create a well-thought-out strategy to help reduce what you pay in taxes combined with a customized plan for retirement that addresses your financial needs and concerns.

We do this with great purpose and a passion for the achievement of our client’s goals and objectives as we serve them by assisting in the development of financial stewardship in their lives.

MEET OUR TEAM

DOWNLOAD OUR COMPLIMENTARY GUIDE

2023 Tax Planning guide

Filing your taxes is complicated under any market condition. Maybe you stopped working, realized investment losses, 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.