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Barnett Financial Planning

Barnett Financial Planning

Your family's "Financial Doctor"

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  • OUR MISSION
  • FINANCIAL PLANNING SERVICES
  • ASSET MANAGEMENT SERVICES
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  • OUR FEES AND OFFICE HOURS
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OUR FEES AND OFFICE HOURS

Clock showing the number 12 and a clock handCoins on a dollar billOFFICE HOURS:
M – F 9AM – 6PM
SAT 9AM – 1PM (by appointment only)


$2,500 – $3,499 LIMITED FINANCIAL PLAN

This is a formal written financial plan covering investments, asset-allocation, and retirement planning. The fee is determined by the complexity of the case and the number of hours involved in the project. Included are 30 days of implementation assistance.

$3,500

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