Your financial objectives may include:

  •   Ensuring retirement income
  •   Reducing the burden of taxes
  •   Minimizing the effects of inflation
  •   Creating and preserving personal wealth
  •   Maximizing wealth transfer
  •   Establishing charitable legacies
  •   Reducing the risk of financially devastating events
  •   Fostering peace of mind through proper planning today
To help you reach these important goals, our services
include:

  •   Personal and Business Financial Planning
  •   Retirement Planning Strategies
  •   Cash Flow and Budget Planning
  •   Investment Analysis and Portfolio Design
  •   College Funding Advice
  •   Lump Sum Distribution Advice
  •   Taxation Advice
  •  Ongoing Asset Management
  •   Risk Management and Insurance Planning
  •   Estate Planning Advice
  •   Second Opinion on Investments or Current Financial Plan
  •   Real Estate Analysis
FINANCIAL PLANNING SERVICES
Barnett Financial Planning is a Fee-Only financial
planning and Registered Investment Advisory firm
with offices in Tustin, CA and Riverside, CA.  We
specialize in providing hourly, as-needed financial
planning and advice to individuals and families,
regardless of their net worth, income or investable
assets. As Fee-Only advisors, we work solely for our
clients. Because no commissions are ever received,
all potential conflicts of interest regarding
compensation are removed.

We work with people from all walks of life, providing
Fee-Only financial planning and advice for everyday
life. Clients have the flexibility to engage us on either
a one-time, as-needed or ongoing basis.

Remember, you don’t have to have a fortune to
start building one.
Today is always the best time to
get started. Whether you are building assets for the
future — or seeking to protect, enjoy and pass on
those you already have — Barnett Financial
Planning can help you along the way.

ORANGE COUNTY OFFICE
1442 Irvine Blvd., #212
Tustin, CA  92780
714.731.6300
David@BarnettFinancialPlanning.com

RIVERSIDE COUNTY OFFICE
11801 Pierce St., 2nd Floor
Riverside, CA  92505
714.420.7225
David@BarnettFinancialPlanning.com
Your family's
"Financial Doctor"
Barnett Financial Planning