Advice Coordination

Barnett Financial understands that ensuring your financial well-being requires more than investment management. It requires the integration and coordination of the efforts of many professionals that may work on your behalf, including your attorney, CPA, insurance agent and others. Barnett Financial carries out such coordination efforts in a proactive way for its clients. Moreover, unlike most brokers or financial advisors, we have a holistic approach that encompasses all the factors that impact your ability to achieve your financial goals.

Should you require such services, we are pleased to put you in touch with professionals in the following areas:

Estate Planning Attorneys
Certified Public Accountants
Automobile Purchase Advisors
Mortgage Bankers
Concierges/Personal Assistants
Professional Organizers
Quicken Assistants
Medical Insurance Providers

As always, Barnett Financial never accepts any commissions or compensation from those to whom we refer business. We provide these referrals to serve as a comprehensive resource for our clients and give them the peace of mind they expect.