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100 East Fremont Street, Arcadia, OH 44804

419-894-0001
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Burns Financial Solutions

Burns Financial Solutions

WE ARE ADVISOR WITH FIDUCIARY STANDARDS.... A HIGHER STANDARD.
EXPERIENCE OUR DIFFERENCE. 

We are an independent, financial planning firm, specializing in comprehensive planning. We have a team-based approach and design customized planning strategies, working collaboratively with our clients. We can advise you on all issues related to financial and retirement planning. Whatever your goals are, we can help you put together a plan with minimal hassle and great results. 

You have goals, we have experience. Together, we can chart a course to your financial performance. 

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A NEW APPROACH TO PLANNING

A NEW APPROACH TO PLANNING

Our services range from

  • Financial planning

  • Investment management,

  • Tax Preparation

  • Insurances- Medicare, Life, Health, Property, and Casualty. 

No matter what though, our focus is always YOU.

OUR TEAM. OUR PROCESS. YOUR GOALS 

Who We Are

How can we help?

We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory meeting to see how we can help you meet your goals. A short call is all you need to get started.
Make an Appointment

EXPERIENCE OUR DIFFERENCE

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? We sit down with you and look at the concept of Financial Balance. We look at the four key critical areas of this concept and see what it would like if we were in shoes, with your money, and your goals & priorities. 

Whether you’re a first-time investor, retiring, transferring wealth or anywhere in between, we have a team of dedicated financial professionals to help you pursue your goals.   It’s our mission to create tax-efficient customized portfolios to meet your needs, covering your risk along the way. Our mission to help you work toward your goals. No matter what stage of life you are in, we have a dedicated team of professionals to educate and guide you, creating tax efficient customized portfolios and cover your risk along the way.  

As Simple As 1, 2, 3

STEP

1

Discover

We would like to get a background of who you are personally, get a financial snapshot, know your goals and priorities, and find out what service you are looking for.

STEP

2

Recommend

Based on what we find in the first meeting, we gather as a team, analyze your situation, recommend services and products you are looking for, and get your feedback.

STEP

3

Implement & Review

Based on our recommendations, we get your feedback and implement those recommendations. We try to communicate with you as needed or on a quarterly/semi-annual basis to review any changes that might need to be made.

Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call. Call or text the office at 419-894-0001.

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