Barnett MRPG

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 retirment assets. we have a thorough network of professionals to handle not only financial concerns, but taxation 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 group 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 pers