Guidance
Let the professionals at Barnett Wealth Advisors guide you through strategic, client-centric discussions which provides you with a personalized financial strategy.
Learn MoreIndependent
BWA, a full-service, independent financial firm. Loyalty belongs exclusively to our clients and not to the demands of a financial institution.
Learn MoreKnowledgeable
Let our knowledge and experience work for you. Discover our resources that help assist you in working towards financial stability and long-term goals.
Learn MoreLET 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
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.