At Barnett Financial Partners, we help successful individuals and families create, execute and monitor investment plans. These plans include the setting and monitoring of retirement goals, projections for educating children and/or grandchildren, and plans for transitioning wealth most effectively to families and their heirs. These are the core components combined with many other planning tools that allow us to tailor our efforts to the needs of the individual client.
Our clients share in the realization that by coordinating and managing today’s financial decisions, they can be in a better position to achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients place a high value on our trusted advice and guidance in helping them manage their financial affairs. We strive towards a mutually beneficial, long-term relationship that places a premium on our team’s services in meeting the clients’ needs and simplifying their lives.
Our philosophy is to provide our clients with the highest level of service and technical knowledge in the management and preservation of wealth. Our passion is to make a difference in the lives of the people we serve. The entire team at Barnett Financial Partners, Inc., is committed to this philosophy.
We are selective in establishing new client relationships so that we can focus our attention and resources on clients without compromising the quality of our services. We have four criteria that we evaluate along with the potential client to determine if we’re a good fit for each other.
1. We have mutual respect for one another and will enjoy working together.2. We all believe that Barnett Financial Partners, Inc., can add value to the client’s situation.3. The potential client is eager and willing to follow our advice.4. Our preferred investible assets are a minimum of $250,000.
We have brought together a team of professionals to help ensure clients receive efficient, experienced and friendly service. Each team member has a role based on his or her individual strengths, which complement one another to support clients' needs most effectively. Because your financial situation is often complex, your Financial Advisor typically works with your accountant, attorney, and other professionals to help design and implement the strategies that can assist you in the pursuit of your goals.
As your Financial Advisor, Heather’s or Ryan’s goal is to develop a relationship with you in which they play a key role in your financial life. Throughout life changes as well as market fluctuations, Heather or Ryan will coordinate the investment planning process for you. The first steps include identifying your risk tolerance and goals, prioritizing them, and crafting a plan to help you realize your vision for the future. Heather or Ryan and their team will provide ongoing monitoring and advice for your personalized plan while tracking your progress as you pursue your financial goals.