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Financial Planning

Financial planning for families and individuals

Working with us is simple

We will help you define your destination and help you navigate along the way

Instances when people use financial planning

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?

Identifying financial goals

Discover

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

financial planning roadmap

Roadmap

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

Implementing financial plan with Burney financial advisors

Implement

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

Burney Wealth Management advisors continuously monitor clients' plans

Monitor

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

Our Client Success Stories

Over the last 46 years, we have served clients by creating financial plans that meet their unique needs.
To give you a glimpse of how we can help you, read through some our success stories.

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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.

Difference between Be your own financial advisor by Burney Wealth Management
Accountability - Be your own advisor vs. Hire an advisor
Cost of Hiring an advisor vs. being your own advisor
The risks of Being your own advisor vs. Hiring an advisor
Commitment in being your own advisor and hiring an advisor
Conclusion of the information

Our financial planning checklist covers seven important areas: Insurance Planning, Estate Planning, Education Planning, Budgeting and Employer Benefits, Investment Planning, Tax Planning, and Retirement Planning

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Burney Wealth Management Financial Planning Checklist

Interested in starting your financial planning journey?

Fill out the form below to know how to set your financial goals and how our financial advisors can help you achieve them. We would be happy to help you.

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