Burns Estate Planning & Wealth Advisors

May 2024

I had limited knowledge about Living Trusts but then I met Jaime Courtney and everyone else at Burns Estate Planning. They are a wealth of information!! They patiently guided me through the process to secure my family’s assets and finances. If you’re not confident about the Courts taking care of your finances as you move through the last stages of your life, I encourage you to consider allowing Burns Financial to help you, too. You’ll be glad you did! I’m stoked!!!!

Mar 2023

On retirement my IRA was with Vanguard and was looking for a local adviser, after talking with\na few advisers I choose ***** Financial after our initial meeting and meeting after I signed all the paper work. Mr. ***** never disclosed his Broker Commission Fee on the Annuity he sold me on, which I have found out was above 10% I would have never agreed to that if I would have been told up front. Recently I have moved all remaining funds away from ***** but I'm stuck now with a annuity that the surrender value will affect my retirement goals. I would never recommend this firm to anyone for this reason