Barnett Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm with offices in Tustin, 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.
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