I appreciate you choosing Burns Financial Solutions. As a Legend Group financial professional, I can guide you in developing and maintaining an investment strategy designed to reflect your long-term objectives by:
Analyzing your individual financial situation
Help you construct a plan that reflects your long term goals
Guide you in selecting appropriate investments
Answer your questions and respond to your concerns
Provide reassurance in times of uncertainty
Keep you on track to reach your goals
Adjust your strategy as your needs change
Address additional financial issues as they arise
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Marriage changes everything, including your insurance needs.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
Make your retirement as exciting as your next vacation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.