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.

REQUEST A COMPLIMENTARY FINANCIAL REVIEW

tax_mock

DOWNLOAD OUR FREE GUIDE

5 Helpful Tax Planning Tips guide

After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase.

EDUCATIONAL WEBINARS

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 the 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:

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW