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  • Services
    • Financial Services – Retirement Income Planning
    • Financial Services – Tax Planning
    • Financial Services – Long-Term Care Planning
    • Financial Services – Legacy/Estate Planning
    • High Net Worth Financial Services
  • About Us
    • Client Events
    • Our Team
    • Giving Back
    • Burny the Eagle
  • Locations
    • Hammond, LA
    • Metairie, LA
    • Baton Rouge, LA
    • Mandeville, LA
    • Destin, FL
    • Panama City Beach, FL
    • Pensacola, FL
    • Tallahassee, FL
    • West Palm Beach, FL
    • Jacksonville, FL
    • Spanish Fort, AL
    • Boca Raton, FL
  • Join Us for an Event
    • Dinner Seminars
    • Educational Workshops
  • Resources
    • Complimentary Downloads
    • Total Retirement
    • Tips
    • In the News
    • Coffee Chat
    • FAQ
    • Investment Calculator
  • Contact Us

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Coffee Chat

Watch the Coffee Chat series below!

Prev 1 of 6 Next
  • The "6 P Method" to Selling Your Business | Coffee Chat with Ernie Burns & Michelle Seiler Tucker

    The "6 P Method" to Selling Your Business | Coffee Chat with Ernie Burns & Michelle Seiler Tucker

  • ☕️ NEW COFFEE CHAT!  Are you making these common retirement tax mistakes without even realizing it?

    ☕️ NEW COFFEE CHAT! Are you making these common retirement tax mistakes without even realizing it?

  • Common Retirement Tax Traps | Coffee Chat with Scotty Gwatney & Ashley Terrell

    Common Retirement Tax Traps | Coffee Chat with Scotty Gwatney & Ashley Terrell

  • Annuities: Good or Bad? | Coffee Chat with Gerrod Galliano & Christian Clausen

    Annuities: Good or Bad? | Coffee Chat with Gerrod Galliano & Christian Clausen

  • 4 Headwinds Affecting the Markets this Year | Coffee Chat with Ernie Burns & John Donnes

    4 Headwinds Affecting the Markets this Year | Coffee Chat with Ernie Burns & John Donnes

  • New Savings Opportunities for Parents | Coffee Chat with Alex Astin & George Pikounis

    New Savings Opportunities for Parents | Coffee Chat with Alex Astin & George Pikounis

  • Mid-Year Market Check-In | Coffee Chat with Jordan Pedeaux & Ashley Terrell

    Mid-Year Market Check-In | Coffee Chat with Jordan Pedeaux & Ashley Terrell

  • AI Companies You Should Look Out For | Coffee Chat with Ernie Burns & John Donnes

    AI Companies You Should Look Out For | Coffee Chat with Ernie Burns & John Donnes

  • Diversifying You Portfolio During Uncertainty | Coffee Chat with Gerrod Galliano & John Donnes

    Diversifying You Portfolio During Uncertainty | Coffee Chat with Gerrod Galliano & John Donnes

  • Israel–Iran Conflict & Stock Market Volatility | Coffee Chat with Ernie Burns & Tim Dahlberg

    Israel–Iran Conflict & Stock Market Volatility | Coffee Chat with Ernie Burns & Tim Dahlberg

  • How AI Is Shaping the Stock Market | Coffee Chat with Ernie Burns & Gerrod Galliano

    How AI Is Shaping the Stock Market | Coffee Chat with Ernie Burns & Gerrod Galliano

  • Understanding Interest Rates | Coffee Chat

    Understanding Interest Rates | Coffee Chat

Prev 1 of 6 Next
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Top Financial Advisor in Baton Rouge

Ranked since 2022 on an ongoing basis by Expertise.com and no compensation has been involved. Please click here to see the full listing.

Forbes 2024

Awarded July 2024 that includes the 2023 year timeframe, SHOOK Research provided the data to FORBES and no compensation was involved.

CONTACT US


Toll-free: 800.308.4416
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FL Local: 850.855.4890
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Fax: 985.345.7124
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Our Locations


Hammond, LA
Mandeville, LA
Metairie, LA
Baton Rouge, LA
Destin, FL
Panama City Beach, FL
Pensacola, FL
Tallahassee, FL
West Palm Beach, FL
Jacksonville, FL
Spanish Fort, AL
Boca Raton, FL

OUR DISCLOSURE


Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). ©2022 Burns Estate Planning and Wealth Advisors - All Rights Reserved.

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Privacy Policy | Terms of Use | Investor.gov | Careers | Disclosures

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). ©2022 Burns Estate Planning and Wealth Advisors – All Rights Reserved.

“The Official Wealth Management Firm of Southeastern Athletics” is a paid sponsorship of Southeastern Louisiana University and is not intended to imply that the university or any university personnel are clients of Burns Estate Planning LLC or Burns Wealth Advisors LLC.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Burns Estate Planning LLC or Burns Wealth Advisors LLC is stated or implied.

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

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