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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
It's important to understand the pros and cons when considering a prepaid debit card.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Building wealth requires protection from the forces of wealth destruction.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This article may help you maximize the benefits of your donation for your chosen charity.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Doing your research is key before buying a vacation home.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What are your options for investing in emerging markets?
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.