Worried that your financial strategy is Missing Something?


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

Your Goals Matter

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.

The Wealth for You Financial Process

Our Wealth for You Financial Process is designed to help our clients achieve simplicity and confidence during their retirement years.
It’s focused around the five key areas of your current financial life.

Income Planning

Income Planning

Our goal is to help ensure your expenses can be paid month-to-month with reliability and predictability for the rest of your life. At Barnett Financial & Tax, we will meet with you to evaluate your current income situation. We will discuss how we can maximize your Social Security, look into your pension options, help you plan for inflation, and review other considerations critical for your income plan.

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Investment Planning
Tax Planning
Healthcare Planning
Legacy Planning

Rick Barnett has appeared on the following networks and publications:

Ready to Take The Next Step?

REQUEST A COMPLIMENTARY FINANCIAL REVIEW TODAY!