Your Financial Goals Matter


We can help you develop a plan to pursue
the retirement of your dreams.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Burns Estate Planning & Wealth Advisors process, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy to help you reach your unique retirement goals.

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INSTANT DOWNLOAD

Have you been laid off or are worried you could be in the future?

While a layoff can be scary, it doesn’t have to mean the end of your financial well-being. In this 10-Step Layoff Survival Guide, you’ll discover simple and effective tactics to help protect your retirement future — both now and in the years ahead.

  • Put aside temporary fears to focus on long-term stability
  • Calculate how to best use your severance pay
  • Navigate the maximum amount of unemployment benefits

“We’re a family-oriented business. My goal is to leave a legacy and to help my clients do the same for their families.”

Ernie Burns | President

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