You have a unique set of financial goals

We’re here to help you reach them.

Even before becoming a client, our financial planning professionals will analyze your total financial blueprint, personal goals, and external market conditions. Then, we’ll present you with a custom financial plan tailored to your unique situation.

A Future You Can Envision

Let's Get Started

See a Sample Financial Plan

Take a Look

Our core services

We work with clients to meet financial goals in the following areas:

Retirement Planning Resources

Check out our Retirement Planning Timeline:

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Watch our video about Required Minimum Distributions:

 

Watch our webinar about Retirement Readiness:

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Tax Planning Resources

Watch our Tax Planning Demo video:

HubSpot Video

Watch our video about Tax Returns:


Watch our webinar about Taxes in Retirement:

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Cash Flow and Budgeting Resources

Read our article: The importance of your financial health

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Insurance Planning Resources

Read our article Qualifying for Health Insurance Tax Subsidies in Retirement 

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Read our article Medicare 101: The Basics of Medicare

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Estate Planning Resources


Read our article Estate Planning Essentials

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Education Planning Resources

Read our article Now is the Time...529!

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Read our article The Alphabet Soup of Education Savings Vehicles

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Investment Planning Resources

Read our article Challenging the balanced portfolio

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Download the Investment Management Checklist

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Read our article Successful Investors Keep the Faith

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Retirement Planning

Assess the feasibility of various scenarios and consider ways to improve your current plan.

Check out our Retirement Planning Timeline:

retirement-planning-timeline-burney-wealth-management

Watch our video about Required Minimum Distributions:

 

Watch our webinar about Retirement Readiness:

2022-mar-1 on-demand image

 

Tax Planning

Get acquainted with your tax situation and strategies for ensuring it remains efficient.

Watch our Tax Planning Demo video:

HubSpot Video

Watch our video about Tax Returns:


Watch our webinar about Taxes in Retirement:

Screen Shot 2022-04-18 at 1.21.09 PM

 

Cash Flow and Budgeting

Where should you be saving and how much? We’ll get you moving in the right direction.

Read our article: The importance of your financial health

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Insurance Planning

Review your current policies, quantify coverage needs and identify cost savings while keeping your family protected from various risks.

Read our article Qualifying for Health Insurance Tax Subsidies in Retirement 

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Read our article Medicare 101: The Basics of Medicare

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Estate Planning

Review estate documents, update beneficiary designations and more, so you’re confident all assets are in order.


Read our article Estate Planning Essentials

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Education Planning

Learn about savings options to help fund your children’s educations.

Read our article Now is the Time...529!

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Read our article The Alphabet Soup of Education Savings Vehicles

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Investment Planning

Optimize investments to achieve your goals.

Read our article Challenging the balanced portfolio

6297f129557994c0f440b32f_traditional portfolio image-p-1600

Download the Investment Management Checklist

investment-management-checklist-preview-image.001

Read our article Successful Investors Keep the Faith

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Ready to start your financial planning journey?

Let's Get Started