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    When it comes to your future, knowledge is the first step

    We’re committed to helping you make informed decisions about your financial future.

    Upcoming Events

    At Burns Estate Planning and Burns Wealth Advisors, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

    Upcoming Client Appreciation Events:

    Upcoming Seminars:

    Baton Rouge Seminars:
    Tuesday, July 25th at Galatoire's Bistro 6:30 p.m.

    Gonzales Seminars:
    Thursday, August 3rd at Sno's Steak and Seafood 6:30 p.m.

    Metairie Seminars:
    Tuesday, August 8th at Drago's Seafood 6:30 p.m.
    Tuesday, August 15th at Drago's Seafood 6:30 p.m.
    Wednesday, August 16th at Drago's Seafood 6:30 p.m.

    Hammond Seminars:
    Tuesday, August 22nd at Jacmel Inn 6:30 p.m.
    Tuesday, August 29th at Buddies Bar and Grill 6:30 p.m. 

    RSVP required!

    To obtain the address and directions to our seminars, please contact our office at 1-800-308-4416 and ask for David Wasson.

    Seminar Registration
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    We help create retirement income strategies for people in or nearing retirement to help their retirement income last as long as they do.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Burns Wealth Advisors are not affiliated entities.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Burns Estate Planning, Burns Wealth Advisory nor its agents and representatives is stated or implied.

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