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Events

Our Calendar of Events


"Shred" and BBQ Party August 5th, 12:00 p.m. — 3:00 p.m.

Grab those old irrelevant documents that are cluttering the house and come join us for a "shred" party.  Enjoy BBQ and clutter relief.

Holiday Celebration at Atlas Valley Country Club December 1st, 6:00 p.m. — 9:00 p.m.

The halls will be decked; the tables will be set, so join Barnett Financial & Tax for a merry banquet! Please help us celebrate the holidays at our annual celebration. As always, we will have great food, fellowship and great entertainment. There’s plenty of seats at this jolly table, so call up a friend, if you’re able!



Which event would you like to attend?
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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.

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