David W. Barnett

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Description

Our firm is an independent financial and estate planning practice located in Texas. We provide comprehensive financial and estate planning services to individuals, entrepreneurs and small business owners, and religious institutions. The practice was established in 1984, focusing primarily on life, health and long-term care insurance for retirees, and has developed in the ensuing years into a full-service firm offering comprehensive financial and estate planning, financial services, retirement plans, annuities, and life, health and long-term care insurance products. We are committed to upholding the highest standards of professionalism and confidentiality with every client. Our approach to each case is uniquely crafted according to the client?s specific needs, desires and circumstances. When appropriate, we implement a comprehensive approach to the case utilizing the following steps:

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