So, what does Financial Planning look like with us?
We invest time in learning about the goals and aspirations you have for your family
We evaluate where you are now, where you want to go, and how to get there
We do the heavy lifting and help you put your plan in place to ensure you are on the desired track
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.
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