Barnett Financial Planning works with clients of all income levels and stages of life: young people just starting out, families planning for college and retirement, retirees entering a new and exciting phase of life - on an hourly, project, or retainer basis. And now we are offering Saturday office hours as a convenience to our clients.
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want - from one-time meetings to address a specific issue to ongoing comprehensive planning that addresses all aspects of your financial life.
We specialize in the needs of everyday people. This means easy access to objective and expert advice when and how you need it. We provide as little or as much help as you want - from one-time meetings to address a specific issue to ongoing comprehensive planning that addresses all aspects of your financial life.
Services
Your family has a physician and dentist to care for your physical health. Why shouldn't your family have a"financial doctor"to be there to care for your financial health? Well, now you can. Barnett Financial Planning is offering a new concept in financial planning to help your family stay"fiscally fit."
Our mission is simple: We are committed to providing independent, objective advice to people from all walks of life. Through the advantages of competent, professional planning, we seek to empower our clients to make the best financial decisions possible. As staunch consumer advocates and Fee-Only client fiduciaries, we continue to demonstrate our commitment to serving the public's best interests.
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.
Barnett Financial Planning offers ongoing asset management services in addition to financial planning. For those clients who would prefer not to manage their own portfolio, Barnett Financial Planning will perform a risk-tolerance survey and develop a custom-tailored, goals-based Investment Policy Statement prior to recommending and implementing any investments on behalf of the client.
David I. Barnett, CFP is a member of The Garrett Planning Network, Inc. (GPN). GPN is a nationwide network of professional, Fee-Only financial advisors. GPN members are dedicated to providing competent, unbiased financial advice to people from all walks of life, on an hourly as-needed basis. Only 1% of the nation's financial planning firms are structured this way.
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