Attend an Event

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!

Attend an Event

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!

UPCOMING EVENTS:

Events in May 2021

Check Out One of Our Latest Events

UPCOMING EVENTS:

Events in May 2021

Check Out One of Our Latest Events

Ready to Take The Next Step?

Take the first step toward reaching your Financial Goals

6:00 pm: Managing Your Wealth in a New Economy - Dinner Event

6:00 pm: Managing Your Wealth in a New Economy - Dinner Event

6:30 pm: Retirement Dinner Seminar

6:30 pm: Retirement Dinner Seminar

Ready to Take The Next Step?

6:00 pm: Managing Your Wealth in a New Economy - Dinner Event

6:00 pm: Managing Your Wealth in a New Economy - Dinner Event

6:30 pm: Retirement Dinner Seminar

6:30 pm: Retirement Dinner Seminar

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Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses, and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

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Barnett Financial & Tax Celebrates 30 Years in Business - READ MORE

This year marks the 30th Anniversary of Barnett Financial & Tax! Thank you for the continued trust you have put in us. Our ongoing success relies on your support, and we will continue to use this as motivation for how we can better serve you and our community.

Barnett Financial & Tax
(800) 425-7044

Book or Change Your Appointment

18 6:30 pm: Retirement Dinner Seminar 6:30 pm: Retirement Dinner Seminar 6:30 pm May 18, 2021 Retirement Dinner Seminar Date: Tuesday, May 18th, 2021 - 6:30 PM Where: Ciao Italian Bistro and Wine Bar, 110 S Leyroy Street Fenton, MI 48430 The national debt, market volatility, international uncertainty and TAXES all seek to consume your retirement plan. There are no second chances when it comes to your retirement, but you can get a second opinion. You will leave this event with highly valuable information that you can act upon immediately. Topics we'll cover include: How to avoid running out of income during retirement Strategies to help you avoid having to take Required Minimum Distributions (RMDs) Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates How to create a portfolio similar to those used by the most sophisticated investors in the world Understand what the new tax law may mean to you Please call (844) 329-6551 today to reserve your seat or click the button below! Click to register for this Event With your safety in mind, this event has limited seating to comply with state recommended group sizes and social distancing. If you don’t feel comfortable in a group setting, don't worry! Call us directly at (800) 425-7044 to schedule a time to meet individually. If this event gets canceled due to government Coronavirus guidelines, we will transition to a virtual seminar event. Be sure to RSVP to get updates!

20 6:30 pm: Retirement Dinner Seminar 6:30 pm: Retirement Dinner Seminar 6:30 pm May 20, 2021 Retirement Dinner Seminar Date: Thursday, May 20th, 2021 - 6:30 PM Where: Ciao Italian Bistro and Wine Bar, 110 S Leyroy Street Fenton, MI 48430 The national debt, market volatility, international uncertainty and TAXES all seek to consume your retirement plan. There are no second chances when it comes to your retirement, but you can get a second opinion. You will leave this event with highly valuable information that you can act upon immediately. Topics we'll cover include: How to avoid running out of income during retirement Strategies to help you avoid having to take Required Minimum Distributions (RMDs) Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates How to create a portfolio similar to those used by the most sophisticated investors in the world Understand what the new tax law may mean to you Please call (844) 329-6551 today to reserve your seat or click the button below! Click to register for this Event With your safety in mind, this event has limited seating to comply with state recommended group sizes and social distancing. If you don’t feel comfortable in a group setting, don't worry! Call us directly at (800) 425-7044 to schedule a time to meet individually. If this event gets canceled due to government Coronavirus guidelines, we will transition to a virtual seminar event. Be sure to RSVP to get updates!