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WELCOME TO BARNETT FINANCIAL & TAX
We are a team of experienced financial professionals passionate about helping individuals and families make smarter financial decisions by bringing retirement planning, tax strategy, personalized investment management, and estate planning together under one roof.
For more than 35 years, we’ve built trusted relationships that often span generations—helping clients grow their wealth, create reliable retirement income, and leave a meaningful legacy.
OUR MISSION
YOUR FINANCIAL CONFIDENCE
Rick Barnett founded Barnett Financial & Tax with a clear mission: to ensure his clients never outlive their assets. With 10,000 people retiring every day and retirement savings needing to last 20, 30, or more years, Rick was determined to find a solution.
This led him to develop The Barnett Advantage, a customized written plan designed to guide clients through retirement by focusing on five critical areas: Income Planning, Tax Planning, Investment Planning, Long-Term Healthcare, and Legacy Planning.
OUR PROCESS
RETIREMENT PLANNING WITH YOU IN MIND
We ask questions, learn about your life, and thoroughly review your records to create a comprehensive plan to lessen your tax burden and manage your money while preparing for the future.
STEP 1
UNDERSTAND
The better we understand your finances, goals, and personal situation, the more effectively we can assist you.
STEP 2
ASSESS
We'll offer an exceptional experience and create a financial strategy that aligns with your lifestyle.
STEP 3
DEVELOP
As life evolves, so do your needs. We'll be with you every step of the way, adapting to each change.