Instances when people use financial planning

Parents seeking to save for their children’s college education.
A couple who want to ensure their assets are passed to their heirs in a tax-efficient manner.
Someone who is charitably inclined.
An investor who has company stock options and needs help executing the options in a tax-efficient manner.

We understand that you have a unique set of financial goals. Reach out to us and we will help you achieve those goals.

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So, what does Financial Planning look like with us?

Discover

We invest time in learning about the goals and aspirations you have for your family

Roadmap

We evaluate where you are now, where you want to go, and how to get there

Implement

We do the heavy lifting and help you put your plan in place to ensure you are on the desired track

Monitor

You will have regular communication with your advisory team to revisit your plan and make necessary adjustments

Be your own financial advisor or Hire an advisor—A commonly asked question

When people think of personal finances, they wonder if they should become their own financial advisor or hire an advisor. So, our Burney Wealth Management advisors have created a factual document that will help in your decision-making.