Your Path To The Barnett Advantage Starts Here

The Money You Save On Taxes Today Is Income You Have For Life Tomorrow

Your Goals Matter

At Barnett Financial & Tax, we believe everyone should be able to live the retirement they’ve always wanted. With our Barnett Advantage plan, our team of professionals can help you create a well-thought-out strategy to help reduce what you pay in taxes combined with a customized plan for retirement that addresses your financial needs and concerns.

The Barnett Advantage

Our Barnett Advantage strategy is designed to help our clients create a custom plan using our team of qualified financial professionals, combining Retirement and Tax Planning into one glorious solution.

Investment Management Services

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.

TALK WITH US ABOUT YOUR INCOME PLANNING OPTIONS

Investment Planning
Tax Planning
Healthcare Planning
Legacy Planning

Rick Barnett has appeared on the following networks and publications:

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