J.W. Burns & Company provides broad-based financial planning either directly or through our respected partners. We do offer an overall financial plan that provides clients an understanding of their income needs and opportunities. This begins with an in-depth discussion and discovery process that helps us thoroughly understand your dreams, goals and challenges.
Worth noting again, we sell no financial products - such as high-fee insurance or annuities - which are a core staple of much of the financial planning industry. Should our financial planning work indicate that additional insurance coverage is needed, we would recommend only the highest integrity providers.
We also have a unique collaboration with a certified financial professional, who is also an expert in estate, legacy and tax planning; a Certified Financial Planner® who, again – SELLS NO PRODUCTS!