DEDICATED TO PROVIDING QUALITY FINANCIAL PRODUCTS AND SERVICES TO OUR CLIENTS IN A CHRIST-LIKE MANNER FOR THE ACHIEVEMENT OF THEIR GOALS AND OBJECTIVES.
As an Independent Advisory Firm, we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and actively participating in the management of your precious retirement assets.
We have a thorough network of professionals to handle not only financial concerns, but Taxation, Mortgage, and Estate Planning needs as well. This approach gives you complete Retirement Planning services all under one roof.
Your Retirement Plan is an ongoing process, not just a one-time event. After your Financial Plan has been implemented, it must be continuously monitored to ensure that you are on track to meet your goals. In addition, your investment portfolio, taxes, and estate plan must be periodically re-balanced to adjust to your changing financial needs.
Barnett Financial & Tax performs these activities for its clients on a proactive basis. In addition to our normal quarterly reports, we continually meet with our clients via phone, e-mail, and in person to regularly review their unique situations.
Barnett Financial & Tax is dedicated to providing individuals, families, and businesses with quality financial products and services for the achievement of their goals and objectives. We utilize a network of associates committed to serving clients in a Christ-Like manner by assisting them in the development of financial stewardship in their lives.
We are proud to offer a full range of services aimed at covering your specific retirement needs including, but not limited to:
- Retirement Planning
- Social Security Maximization
- Tax Preparation Services (Federal & State)*
- Estate Planning
- Estate Documents and Preparation*
- Wills
- Trusts
- POA
- Medical Directives
- HIPPA
- Insurance Products
- Investments
- Annuities
- Elder Law Planning Services (Asset protection if you require a nursing home stay)*
- Veterans Benefits Services*
- Bookkeeping Services
- Money Managements Services*
Debt Consolidation and Elimination Services
*Services offered through affiliates of Barnett Financial & Tax
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