Frequently Asked Questions
At Barnett Financial & Tax, we believe in transparency.
So, we have compiled a list of the most frequently asked questions.
What types of clients do you typically work with?
At Barnett Financial & Tax, we specialize in working with individuals and families who are close to or in retirement. These clients are typically ages 50+ with at least $250,000 in net investable assets.
What Is The Barnett Advantage?
Our Barnett Advantage is designed to help our clients achieve their ideal retirement. This strategy focuses on a complete solution for your retirement plan through our in-house financial planning & CPA services. We will work with you to assess your current financials, and together develop a durable plan that will address these core areas, and others, so that you can retire with confidence.
WHO WILL BE MY MAIN POINT OF CONTACT AT BARNETT FINANCIAL & TAX?
Each client relationship is handled with care. Your go-to people for any financial questions will be Rick Barnett, Jeff Covert, CPA and Parker Barnett. With over 60 years of combined experience in financial services, they have grown their firm into a one-stop financial hub for hundreds of clients in Michigan, North Carolina, and beyond. Rick, Jeff, Parker and the team at Barnett Financial & Tax also give back to the community, participating in charitable service for over 20 different organizations.
WHAT MAKES BARNETT FINANCIAL & TAX DIFFERENT THAN OTHER FINANCIAL ADVISORS?
The retirement planning experts at Barnett Financial & Tax are not only licensed to provide you with financial planning advice, but also guidance to file and lower your taxes. Unlike other financial firms, we take a comprehensive approach to helping you plan for retirement by incorporating a tax strategy into your plan. Our Barnett Advantage is a trusted strategy to create the highest levels of income while driving down the amount of taxes you pay now and in the future to the lowest amount allowed by law. At Barnett Financial & Tax, we recognize taxes are one of the largest expenses you will have in retirement, and we are here to help you keep more of your savings in your pocket.
How can I get started with Barnett Financial & Tax?
It’s easy! Please give us a call at (810) 425-7044 or request an appointment by clicking here. We will then reach out to you to schedule a time to set up an introductory meeting. During this meeting, we will aim to get to know you and your retirement goals so that we can work with you to develop a financial plan that is best suited for your retirement needs and goals.
What are my obligations after my first meeting?
There is absolutely no charge or obligation for your first meeting. This is a complimentary meeting, however, if both parties agree that we could add real value to your situation, we will schedule a second visit.
Ready to Take The Next Step?
SCHEDULE AN INTRODUCTION MEETING