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Comprehensive Financial Planning

J.W. Burns & Company provides broad-based financial planning that offers clients a more thorough understanding of their financial situations, income needs, retirement projections, and other financial goals. This begins with an in-depth discussion and discovery process, that helps us develop and monitor a financial plan. We then use this financial plan as a guide for constructing a portfolio specifically tailored to your needs and goals.

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 partnerships established with local estate planning attorneys and accounts, with whom we can connect you with if needed.