Burnette Financial Planning specializes in comprehensive, fee-only financial planning and investment management services for individuals, families, professionals and business owners. You only pay a fee – agreed upfront – for financial planning or investment management services. There are no hidden costs. We do not sell products, earn commissions, or have to meet quotas.
Furthermore, Burnette Financial Planning is an independent fiduciary firm. You receive balanced, unbiased guidance that is 100% focused on delivering what serves your best interest.
When you choose us, you work directly with principals of the firm – Doug Burnette and Cheree Ray Burnette. We, along with Client Services Administrator, Erin Fontenot, are available to you at every stage of your financial life to address a full range of financial needs.
In addition, research, consulting and comprehensive planning services guide you on tax management, retirement income planning, and in many other areas.
A well-established network of nationally recognized and trusted strategic partners delivers key benefits to you. More, our ability to collaborate with your other advisors – lawyers, accountants, insurance professionals – simplifies your participation in planning, investing and managing your financial life.
Best of all, you get exemplary customer service. We are responsive, accessible, helpful when you organize the details of your financial life and generous with the know-how and tools to aggregate accounts for efficient and cost-efficient management.