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


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


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


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

Electon ecover (2)


Will the presidential election impact your retirement?

You’ve worked hard for your nest egg. Find out how you can help preserve your savings from election turbulence.

In This Free Guide, You'll Learn…

  • How presidential elections have impacted the stock market in the past
  • The toll expensive campaign promises could have on your finances
  • Ways to address the fear of the unknown

“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