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
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Earnings season can move markets. What is it and why is it important?
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you know these three personal finance sayings?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
It's easy to let investments accumulate like old receipts in a junk drawer.