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YOUR FINANCIAL FUTURE, SIMPLIFIED

Providing An Exceptional Client Experience Since 1990

SCHEDULE AN INTRODUCTION MEETING


AS SEEN ON:


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WELCOME TO BARNETT FINANCIAL & TAX

With Barnett Financial & Tax, you gain access to a multidisciplinary team of
experienced financial professionals. We work together to achieve your goals
through personalized wealth management, strategic tax planning, and
comprehensive financial planning. Our commitment to exceptional customer service
ensures that you receive the highest level of support and attention. As your
primary contact for any financial questions or concerns, we aim to educate and
empower you through a long-term, generational relationship. For over 30 years,
our unwavering dedication to prioritizing our clients' needs has set us apart in
the industry, building trust and delivering results.

MEET YOUR RETIREMENT TEAM


OUR MISSION


YOUR FINANCIAL CONFIDENCE

Rick Barnett founded Barnett Financial & Tax with a clear mission: to ensure his
clients never outlive their assets. With 10,000 people retiring every day and
retirement savings needing to last 20, 30, or more years, Rick was determined to
find a solution.

This led him to develop The Barnett Advantage, a customized written plan
designed to guide clients through retirement by focusing on five critical areas:
Income Planning, Tax Planning, Investment Planning, Long-Term Healthcare, and
Legacy Planning.


LEARN MORE


OUR PROCESS


RETIREMENT PLANNING WITH YOU IN MIND

We ask questions, learn about your life, and thoroughly review your records to
create a comprehensive plan to lessen your tax burden and manage your money
while preparing for the future.


STEP 1


UNDERSTAND

The better we understand your finances, goals, and personal situation, the more
effectively we can assist you.


STEP 2


ASSESS

We'll offer an exceptional experience and create a financial strategy that
aligns with your lifestyle.


STEP 3


DEVELOP

As life evolves, so do your needs. We'll be with you every step of the way,
adapting to each change.

DISCOVER OUR PROCESS


HEAD OVER TO OUR BLOG

Bet in the financial know and empower yourself to make better decisions.

VISIT BLOG


DON’T WAIT TO BEGIN YOUR JOURNEY TOWARD RETIRING WELL.

Let us review your financial portfolio and see how we can help you minimize your
tax obligation and solidify your financial future

Get Started



OFFICE LOCATIONS

Grand Blanc, MI

8323 Office Park Drive Grand Blanc, MI 48439

Auburn Hills, MI

3201 University Dr. Suite 125 Auburn Hills MI 48326

Charlotte, NC

1727 Funny Cide Dr. Waxhaw, NC 28173


CONNECT

Phone: (800) 425-7044
Email: myteam@bftwealth.com


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© 2024 Barnett Financial & Tax | All Rights Reserved | Privacy Policy | Terms of
Use

We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products to
custom suit their needs and objectives.

Investment advisory services are offered through Wealth For You Financial, LLC;
a Registered Investment Adviser in the state of Michigan. Wealth For You
Financial, LLC; and Barnett Financial & Tax, Inc. are affiliated companies.

Investing involves risk, including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product.

Any references to protection benefits or steady and reliable income streams on
this website refer only to fixed insurance products. They do not refer, in any
way, to securities or investment advisory products. Annuity guarantees are
backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees,
surrender charges and holding periods which vary by insurance company. Annuities
are not FDIC insured.

The information and opinions contained in any of the material requested from
this website are provided by third parties and have been obtained from sources
believed to be reliable, but accuracy and completeness cannot be guaranteed.
They are given for informational purposes only and are not a solicitation to buy
or sell any of the products mentioned. The information is not intended to be
used as the sole basis for financial decisions, nor should it be construed as
advice designed to meet the particular needs of an individual’s situation.


REQUEST YOUR COMPLIMENTARY REVIEW


READY TO TAKE THE NEXT STEP?

Schedule An Introduction Meeting









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Step FOUR: WELCOME & STRATEGY SESSION

1. Explain communication plan and expectations

2. Final allocation of assets

3. Schedule next strategy session and advanced planning

4. Review Client Logins for eMoney and T.D. Ameritrade

5. Referral Kit review

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Step Two: Advantage Plan Presentation

1. Review analysis of current plan

2. Share rough draft of your Advantage plan

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STEP ONE: DISCOVERY VISIT

1. Address your plans & concerns

2. Review your current plan

3. Review “Advantage” sample plan

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Step THREE: IMPLEMENTATION

1. Implement details of your Advantage plan

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PARKER BARNETT

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.

Parker is a registered Investment Advisor Representative, has his Series 65
license and Life Insurance license. He is motivated and passionate about making
a difference in the everyday aspects of people’s lives.

Parker graduated in 2018 from Judson University in Elgin, Illinois with a degree
in Accounting. He was a member of Judson’s baseball team and was the Judson
Student Organization Commuter President his senior year.

Parker has lived in the Grand Blanc area his whole life and enjoys time with his
wife Kate, trips to visit friends, golfing and Detroit/University of Michigan
sports.

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JEFFREY V. COVERT, CPA

Ask what’s important in life, and Jeff Covert answers with one word: Family. He
grew up as the seventh generation on the family dairy farm, where he learned the
value of hard work. His biggest influences were his grandparents, both teachers
who demonstrated the importance of helping others with love, warmth and a sense
of humor.

Jeff employs that same approach as one of the firm’s Investment Advisor
Representatives as well as the firm’s tax specialist, where he focuses on
building client relationships based on a foundation of integrity and honesty.
With more than 20 years of experience as a Certified Public Accountant (CPA), he
has prepared and reviewed tax returns for hundreds of individuals, families and
businesses. He specializes in strategic tax and retirement income planning, and
he strives to provide the clarity and confidence clients need to embark on the
next chapter of their lives.

Jeff holds his Certified Public Accountant, Life, Accident, Health, and Property
& Casualty insurance licenses, and he has passed the Series 7, 63 and 65
securities exams. He earned his bachelor’s degree in accounting from Northwood
University in Midland, Michigan, and also attended the Agriculture Technology
Program at Michigan State University.

Jeff lives in Rochester, Michigan, with his wife, Michele, and their three
children: Mitchell, Justice and Vivian. He spends his spare time enjoying bike
rides, playing games and watching movies with his family. He also tries to get
in a few rounds on the golf course as often as possible.

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RICK BARNETT

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.

You may recognize Rick from his financial radio show, the “Barnett Financial
Hour,” Saturdays on WWCK and Sundays on WSNL. He also frequently appears on ABC,
CBS, NBC and Fox 66.

Rick and his firm provide a variety of products and services to assist clients
in achieving their financial goals and objectives. Through its affiliations,
Barnett Financial & Tax also provides estate document preparation and tax
preparation services. The company is proud to be an accredited member of the
Better Business Bureau and a member of the National Ethics Association.

Rick holds several professional designations, including Certified Estate
Planning Professional (CEPP), Master of Estate Preservation (MEP) and Christian
Financial Consultant and Advisor (CFCA).

Rick gives back to the community he serves in many ways through board
participation and charitable service for over 20 different organizations. He and
his wife, Leah, have four children: Parker, Gabrielle, Harrison and Broderick.

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