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About Our Firm

You have goals. We want to help you pursue them. At Barnett Financial & Tax, we aim to help you live the future you imagine. Get to know us and how our team of professionals can help you prepare today to enjoy tomorrow.

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Strategies for Financial Independence

To schedule a time to discuss your financial future and how we can help with your financial strategy, contact us at myteam@bfandt.com or call us at 800.425.7044 today!

Meet Our Team Barnett Financial & Tax

At Barnett Financial & Tax (BFT), we are dedicated to providing individuals, families and businesses with quality financial products and services for the achievement of their goals and objectives. We are committed to serving clients by assisting them in the development of financial stewardship in their lives. Founded in 1990 we are an accredited member of Better Business Bureau.

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Investment advisory services are offered through Elevated Performance Investment Group LLC, a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group LLC, Barnett Financial & Tax Charlotte LLC, and Barnett Financial & Tax Inc are affiliated companies.

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

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. 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.