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Q2 2025 Plan Participant Newsletter (Spanish)

Contact

Burns Tax & Wealth Management

Office: (951) 734-5879

Fax: (951) 734-6534

1920 South Archibald Avenue

Suite F

Ontario, CA 91761

Tina@BurnsTaxService.com

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Hal Burns is a Registered Representative with, and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, GA, TN, TX.

Professionals associated with Hal Burns and Associates DBA Burns Tax & Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA & SIPC, a registered investment advisor; or (2) solely tax professionals of Hal Burns and Associates DBA Burns Tax & Wealth Management, and not affiliated with LPL Financial. Tax, accounting, and CPA related services offered through Burns Tax & Wealth Management are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting, and CPA related services.