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Guidance

Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.

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Independent

BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.

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Knowledgeable

Let our knowledge and experience work for you. Discover our resources that help assist you in working towards financial stability and long-term goals.

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LET OUR PASSION GUIDE YOUR FINANCIAL INDEPENDENCE

Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). That, combined with the knowledge and experience of the key team members of BWA, provides our clients with the necessary tools for Financial Independence.

As part of an independent firm, our professionals value a strategic and independent approach to proper financial services and wealth strategies. With today’s economical environment becoming more challenging, our collective knowledge base of research, risk management strategies, and industry experience provides our clients with the necessary foundation to help pursue their personal and business goals.

4438 Herschel St, Jacksonville FL 32210

Phone (904) 274-4803  •  liza@BarnettWealthAdvisors.com

Helpful Content

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Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Great Debate Continues: Active vs. Passive

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There are four very good reasons to start investing. Do you know what they are?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Surprises

Making the most of surprises is a great reason to work with us.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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