Whatever your aspirations, getting there requires a sound plan.
Burns Financial Services can help you reach your goals by focusing on the total picture.
Retirement Planning
Retirement planning doesn’t start at retirement. It starts much before. We take a long-term view of your financial wellbeing and assist you with achieving your financial goals prior to retirement; ensuring you have sufficient income during retirement; putting plans in place to safeguard your nest egg and yourself against potential catastrophes, and planning for your legacy.
Investment Planning & Management
Not everyone has the same financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments that will help get you to your financial objectives
Education Planning
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.
In addition to offering CPA Services, our firm has experienced Financial Advisors that can help you understand and simplify your financial situation.
From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
Please visit us at Burns Financial Services to see our wide range of services and how we can assist you in meeting your financial goals!