Barnett Financial & Tax is a comprehensive financial services firm specializing in retirement planning, tax strategy, and wealth management, serving clients since 1990. With over 35 years of experience, the firm stands out for its personalized approach and commitment to building lasting, multigenerational client relationships through its proprietary Barnett Advantage planning system.
The firm employs a structured three-step process—Understand, Assess, Develop—to create tailored financial strategies that align with each client’s lifestyle and long-term objectives. Their team includes experienced financial advisors, a Certified Public Accountant, and insurance specialists, focusing on maximizing retirement income, minimizing tax burdens, and preserving legacies for individuals, families, and businesses.
Services Offered
- Financial Planning
- Estate Planning
- Investment Planning & Management
- Tax Preparation & Strategy
- Retirement Income Planning
- Long-Term Healthcare Planning
- Legacy Planning
- Insurance Services (Life, Accident, Health, Property & Casualty)
- Estate Document Preparation
- Accounting Services
- Wealth Management
Barnett Financial & Tax serves clients from offices in Auburn Hills, Grand Blanc, and Charlotte, with additional presence in Marietta, GA. The team includes professionals holding Series 65, CPA, and multiple insurance licenses, and the firm is an accredited member of the Better Business Bureau and the National Ethics Association.
