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.
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.
Rick Barnett has appeared on the following networks and publications:
Parker joined the Barnett Financial & Tax team in June of 2018. Since joining the company, Parker has grown to love the financial planning process and the role of helping craft specific financial plans for clients.
Rick Barnett, founder of Barnett Financial & Tax, began his financial services career in 1990. Since then, he’s grown his firm into a one-stop financial hub for hundreds of individuals, families and businesses in Michigan and beyond.