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About » Our Firm

About Our Firm


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.

Few subjects are as intimidating as money. Although previous generations were able to succeed financially by practicing the same time-honored traditions as those who preceded them, it is no longer possible today. Today, more than a third of our income goes to the tax collector. College and wedding expenses have gone through the roof. The dynamics of our business is changing more frequently, and we are faced with questions about employee benefits, insurance, etc. like never before – issues ranging from how to invest our retirement plan assets to the proper handling of new employee benefit options – issues our parents and grandparents never had to face. We also relocate more often, marry more often, and have children and grandchildren much later in life than did any generation before us. Most have large debts coming out of school that impact our ability to save and invest until later. We also live longer than previous generations – so much so that many will be forced to contend with the issues of long-term care, if not for ourselves, then for our spouses, siblings, parents, in-laws, or other relations.

For many of us, this creates the very real risk of not having enough money to retire comfortably, or being unable to leave a legacy for our spouses, partners, children, and grandchildren.

This is why so many have turned to Barnett Financial & Tax for their Wealth Management needs. We look forward to serving you.

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.