Financial Services
Proud to extend our professional services beyond proactive tax planning, our firm also provides financial services to individuals, businesses, and families.
My approach to financial services means that your goals are at the center of a customized, personal plan from concept to implementation. My independent status means that you will get objective, straight-forward advice that is in your best interest. With a solid understanding of your goals, knowing your risk-tolerance and time horizon, I will strategize and collaborate with you to pursue your financial dreams.
I research the appropriate products available suited to your needs, and often find strategies that deliver value, without the high sales fees. The retirement and wealth preservation strategies I recommend are in many circumstances, the same products or services I have chosen to use for my family.
Whether you are seeking services for your business, or for yourself, I hope to be the trusted advisor for all of your financial planning and wealth management needs. Today, tomorrow, and for years into the future.
Investment and financial services are offered by Hal Burns through his affiliation with LPL Financial.
Individuals & Families
We are striving to see that your financial house is in order, so that you can enjoy a confident financial future. Whether you are nearing retirement age and have questions about your ability to retire on-time, or are looking to save for your child’s college education, we can help. Burns Tax & Wealth Management helps individuals and families plan for the unexpected, so they can be confident in the future of their wealth.
- Retirement Planning/Wealth Management
- 401 (K) and 403 (B) Planning
- Traditional IRA, Roth IRA and SEP IRA
- College Savings 529 Plans
- Fixed and Variable Annuities
- Mutual Funds
- Financial Analysis, Review, & Consulting
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Businesses & Corporations
Whether you own a small business, or are researching different retirement plans for your corporation, it helps to have the support of a professional financial advisor. As a small business, we understand the unique financial needs of organizations like yours. We are here to help you create a prosperous future for your business and employees.
- Retirement Planning Solutions
- SEP IRA
- Profit Sharing Plans
- Key Man Insurance
- Disability Income Insurance
- Business Planning
- Financial Analysis