Welcome to the BARNETT FINANCIAL & TAX


We’re here to help you feel confident in your financial future.

Tax Planning Services

A good comprehensive retirement plan will include a strategy for decreasing tax liabilities. At Barnett Financial & Tax we will go as far to develop tax strategies for passing on your wealth to the next generation.

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5 Helpful Tax Planning Tips

While there are lots of changes with the new tax laws, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year, and steps you can take to make the most out of the new tax laws as they relate to your overall retirement strategy.

At Barnett Financial & Tax, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

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