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Barnett Financial is a boutique wealth advisory firm in Austin, Texas that provides comprehensive financial planning and investment management services.

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CONTACTS AT BARNETTFINANCIAL.COM

Christopher Lion

4810 Spicewo●●●●●●●●●●●●., Suite 100

Au●●in , TX, 78759

US

1.51●●●●5459
1.51●●●●5459
la●●●@BARNETTFINANCIAL.COM

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Barnett Financial

Lion, Christopher

4810 Spic●●●●●●●●●rings Rd.

Au●●in , TX, 78759

US

1.51●●●●5459
1.51●●●●4050
ch●●●●●●●●●@barnettfinancial.com

View this contact

Clyde Bennett and Associates

Bennett, Clyde

611 S.●●●●●●ss Ave

Au●●in , TX, 78704

US

1.51●●●●3744
1.51●●●●4014
cb●●●●●●@cwbserv.com

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Barnett Financial is a boutique wealth advisory firm in Austin, Texas that provides comprehensive financial planning and investment management services.

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1

Resources Archive | Barnett Financial

https://www.barnettfinancial.com/resources

July 14, 2016. 2016Q2 Newsletter Market Recap The major market swoon the last week of June obscured the fact that it was actually […]. April 28, 2016. 2016Q1 Newsletter Market Recap The S&P 500 ended the quarter up 1.4% in the first quarter, which is a remarkable […]. January 22, 2016. 2015Q4 Newsletter2 Market Recap After falling in the third quarter, stocks generally rebounded in the fourth. The broad-based S&P 500 […]. Keep Stock-Market Apps Off Your Phone. November 02, 2015. The Power of Markets.

2

Our Planning Process | Barnett Financial

https://www.barnettfinancial.com/services

Sound Advice You Can Count On. Our team is your team for the long haul. We help you stay on track by controlling the things that can be controlled and hedging against the things that can't. A financial plan isn’t a dusty 2 binder you stick on a shelf it’s a living strategy designed to put your wealth to work towards your goals. At Barnett Financial, your financial plan forms the basis of every decision we make together over the course of our relationship. Explore the way we work. Next, we meet with you f...

3

Our Planning Process | Barnett Financial

https://www.barnettfinancial.com/barnett/services/financial-planning-process

Sound Advice You Can Count On. Our team is your team for the long haul. We help you stay on track by controlling the things that can be controlled and hedging against the things that can't. A financial plan isn’t a dusty 2 binder you stick on a shelf it’s a living strategy designed to put your wealth to work towards your goals. At Barnett Financial, your financial plan forms the basis of every decision we make together over the course of our relationship. Explore the way we work. Next, we meet with you f...

4

Five Key Benefits | Barnett Financial

https://www.barnettfinancial.com/about-us/five-key-benefits

How Much Do You Value Trust? Our highly experienced team works with you in a practiced partnership to put your wealth to work. Here, your goals are our goals and your success is our success. We offer long-term family financial planning and investment management services to a select cadre of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions. Before we meet, we ask you to spend a little...

5

Our Planning Process | Barnett Financial

https://www.barnettfinancial.com/services/financial-planning-process

Sound Advice You Can Count On. Our team is your team for the long haul. We help you stay on track by controlling the things that can be controlled and hedging against the things that can't. A financial plan isn’t a dusty 2 binder you stick on a shelf it’s a living strategy designed to put your wealth to work towards your goals. At Barnett Financial, your financial plan forms the basis of every decision we make together over the course of our relationship. Explore the way we work. Next, we meet with you f...

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Why We’re Different. Financial Planning is Personal. The heart of financial planning isn't asset allocation or rates of return it’s you. From starting a business to retiring early or funding a college education or two, you tell us what's important. Together, we'll make a plan to get you from here to there. Put a Trusted Partnership in Place. Take the Worry out of Wealth. Financial planning is an ongoing process, not a one-time event. Our team is your team for the long haul. Sign Up Here For. Barnett Fina...

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If you are looking for independent, objective. Hourly, as needed financial planning and. Advice - without account minimums or conflicts. Of interest - you have come to the right. As you will see from visiting our site, we are a. Different type of financial services firm. We. Think you will find our philosophies and vision to. Be both refreshing and compelling. Barnett Financial Planning works with clients. Of all income levels and stages of life: young. People just starting out, families planning for.

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The Value of a Fee-Based Advisor. Markets at a Glance. Todays investment climate offers opportunities. At Barnett Financial Services, LLC. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:. A clear understanding of their financial goals. A well-defined roadmap for achieving those goals. Ongoing advice to help adjust their roadmap when their needs change. We would be happy to send you our brochure further detailing our services. A balance sheet su...