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
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Here's a breakdown of how the federal government spends your tax money.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
When to start? Should I continue to work? How can I maximize my benefit?
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.