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Financial Planning

Financial planning for families and individuals

Working with us is simple.

We analyze your total personal wealth situation, short-term and long-term goals, and external conditions, then recommend a custom financial plan to achieve your desired results. 
We also guide you step-by-step throughout the process - educating you as recommendations are implemented and adjusting the plan as needed should your life, or plans, change.

Why use financial planning?

We understand that you have a unique set of financial goals - We’re here to help you reach them. Even before becoming a client, we present you with a custom financial plan to reflect your unique situation.

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Core Services

Our financial planning checklist covers the seven core service areas listed above, including: retirement planning, cash flow and budgeting, education planning, estate planning, insurance planning, tax planning, and investment planning.

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Burney Wealth Management Financial Planning Checklist

Ready to start your financial planning journey?

We’re here and ready to listen. Completing the form below will help us understand your financial goals and how our advisors can assist you in achieving them.

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