Safeguard your business with a plan so when the time comes to sell, you have options that are right for you. Consolidate your investments to build an effective portfolio - even if you have investments with several institutions. Protect yourself and your family from unforeseen life events that can have a dramatic impact on your finances and life.
Spend less time worrying about the cost and effectiveness of your benefit plan and more time focusing on your business. They are the only advisory team that I have worked with where I walk away from meetings feeling confident and in control. All my questions and concerns are addressed. I feel at home when I work with them.
Spend less time worrying about the cost and effectiveness of your benefit plan and more time focusing on your business. They are the only advisory team that I have worked with where I walk away from meetings feeling confident and in control. All my questions and concerns are addressed. I feel at home when I work with them.
Services
Our unique approach will consolidate all of your family and business assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way. This means that you are more likely to spend your golden years watching your grandchildren grow up, instead of nervously checking your company's bank balance or the stock market.
We are a team of experienced professionals whose top priority is to provide clients with financial services and employee benefit solutions while also helping to build their legacy. Our clients' best interests will form the basis for all of our decision making. There are two offices and two teams each serving clients with different situations and goals.
Everyone has different goals and dreams for their families and because of this, our team is focused on providing customized advice for our clients, tailored to their specific situations. We consolidate all of your family assets into one balanced program. With the right strategies and guidance in place, you can build the financial security required to reach your goals and embrace a comfortable and fulfilling future.
Whether clients own a new business, a developed business, an established business or a transitioning business, each stage comes with challenges and requires different types of solutions. Through specific questions, tailored to each stage of business, we uncover any financial gaps you may be experiencing and provide relevant strategies and products to increase profits and keep more money in your pocket.
The Barnett Wealth Management team is approachable, humble and well-educated in the services they provide. What I find most enjoyable is their personal, down-to-earth approach. They talk to me as an equal. They are the only advisory team that I have worked with where I walk away from meetings feeling confident and in control.
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