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Events

Our Calendar of Events

Bowling Party at Grand Blanc Lanes
October 15th, 1:00 p.m. — 3:00 p.m.

Grab the kids or grandkids and enjoy some Cosmic Bowling on us! Bowling and shoes are included, and we will have the gutter guards up for the little ones to use. We have reserved several lanes and encourage you to bring a friend, as well as their kids or grandkids.


Holiday Celebration at Atlas Valley Country Club
November 11th, 6:00p.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!

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.

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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.