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Barnett Financial & Tax
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Michigan's premier retirement, tax, and estate planning firm.
Michigan's premier retirement, tax, and estate planning firm.

4 followers
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Barnett Advisor Spotlight! Ben Abbey has over ten years of experience dealing with the insurance and investing concerns of the pre and post-retirement community. He is a lifetime resident of Genesee County and has a unique understanding of area residents and their specific cares and concerns as it pertains to retirement and Estate Planning issues. Ben handles all clients’ financial needs including: Retirement Planning/Wealth Management, Asset Management, Estate, Tax, and Insurance Planning & Implementation. Ben prides himself on helping his client’s achieve the financial goals by providing them with strategies for asset accumulation, wealth preservation and wealth transfer. As a client of Barnett Financial & Tax you will be provided with and opportunity work with our affiliates who provide Estate Document Preparation & Tax Preparation services. In conjunction with BFT, Ben truly works for your best interest, garnering the faith and loyalty of his growing client base. Ben is most proud of his three children: Isabelle, Nolan and Jude, the primary motivation for the hard work and dedication he provides to his clients. You can follow Ben on Twitter at @BFGAbbey.
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It was 25 years ago when Rick first went to hear motivational speaker and business coach Michael Wickett present his Creating Record Results workshop. And this morning, thanks to the Grand Blanc Chamber, the Fenton Chamber, and the Holly Chamber, he and his team were able to see Michael again at the fantastic Fenton Winery & Brewery. There were so many great lessons that can be applied today such as; the power of asking specific questions; the power of visualization; and the power of changing your perspective. The good news, Michael's workshop material will soon be available at NO charge to all the aforementioned Chamber members! Thank you Michael....you're right, THIS IS THE YEAR!!!
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2015-09-30
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Did you know, Rick Barnett has been a Board Member with the Hurley Children's Hospital since day one? Rick recently toured the finished Hurley Pediatric Clinic the other day saying, "I'm just blown away by how amazing this all turned out." The gorgeous $2.0 million facility just opened in August and is aThe project is a collaborative partnership between Hurley Children's Hospital, the Charles Stewart Mott Foundation and the Flint Farmers' Market. The center includes 24 exam rooms, a lab and a resident/preceptor teaching area. Prescriptions can be written for healthy foods and the health professionals can help guide families in healthy eating. It's right across the street from the MTA bus station for easier access to public transportation. Next time you're at the Farmer's Market....be sure to check it out!
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2015-09-14
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"I'm so happy and blessed to see how much this firm I started in 1990 has grown and prospered over the years."

~ Rick Barnett
President and CEO 
Barnett Financial & Tax
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Barnett Financial & Tax is hiring at our Grand Blanc, MI Headquarters and in our Charlotte, NC office!  We're looking for Licensed Financial Advisors, Support Staff, and Tax Preparers.  Barnett Financial & Tax has been successfully helping businesses and individuals prepare for their financial future for over 25 years!  Join our exciting team today!  For more information please email kirk@nextadvisorygroup.com today!  
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New positions are opening up at Barnett Financial & Tax in both our Grand Blanc, MI and Charlotte, NC locations! We're looking for experienced Financial Advisors and Administrative Assistants. If you're interested, please email kirk@nextadvisorygroup.com today for more information!
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Did you know the dynamic team and Barnett Financial & Tax is also active in at least 25 different charities? These charities include Catholic Charities, Toys for Tots, the Teddy Bear Patrol, Bible Nation, United Way, American Cancer Society, Faith Baptist, Universal Kidney Foundation, and many more!
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Did you know a will or trust should be one of the main aspects of every estate plan, even if you don’t have substantial assets. Wills help to ensure that property is passed according to an individual’s wishes (if drafted according to state laws). In addition, some trusts help limit estate taxes or legal challenges. However, simply having a will and/or a trust isn’t enough. The wording of the document is critically important.

A will or trust should be written in a manner that is consistent with the way you’ve bequeathed the assets that pass outside of the will. For example, if you’ve already named your sister as a beneficiary on a retirement account or insurance policy, (assets that typically pass outside of a will to a named beneficiary) you don’t want to bequeath the same asset to a second cousin in the will. It could lead to a will contest. Not to mention that both individuals could be bitter toward each other for involving them in a legal battle.

Let our Estate Planning Team help you establish your Estate Plan or let them do a FREE 2nd look review of your current plan.  You can reach us in Grand Blanc, MI at (800) 425-7044 or in Charlotte, NC at (888) 508-3482.
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Check out Rick's article on Social Security in the July/August issue of popular golf magazine, Mulligan Magazine!  The article begins on page 76....  If you'd like a copy of the magazine, call us today today in Grand Blanc at 1-800-425-7044 or in Charlotte at 1-888-508-3482!
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A very special HAPPY BIRTHDAY to the man who started it all back in 1990! Rick Barnett....you continue to lead and inspire all of us here at Barnett Financial & Tax and we are blessed to have the opportunity to know and work with you every day! God Bless you on this wonderful day!
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