Watch Now:

3 Steps to Actively Manage Your Taxes in 2023

 

What you will learn:

  • Tax Planning vs. Tax Prep (Time Stamp - 03:30)

  • Why Tax Planning is Important (Time Stamp - 04:57)

  • 3 Steps to Actively Manage Your Taxes (Time Stamp - 07:30)

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

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Sample Portfolio Analysis

We use personalized portfolio analysis to help you break down your portfolio into its strengths and weaknesses. From there, we identify areas of opportunity and improvements, all through the lens of your unique financial situation and long-term objectives.

Fill out the form below to preview a Sample Portfolio Analysis.

This free 13-page PDF previews what information you can expect to see if you work with our team to analyze your portfolio, including:

  • Portfolio allocations
  • Style analysis
  • Sector analysis
  • Geographic analysis
  • Fixed income style analysis
  • Expense summary
  • Historical returns
  • Hypothetical performance history
  • Hypothetical drawdown analysis

Fill out the form to have a copy of the Sample Portfolio Analysis delivered to your inbox.
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