Welcome!
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
Helpful Content
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Surprises
Making the most of surprises is a great reason to work with us.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.