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
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
View all articles 
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.