Who We Help

Making Major Life Changes

Death of a loved one, divorce, major illness or injury, job loss, forced retirement, sale of a business. All are stressful and can wreak havoc on one’s finances. Whatever the change, Burnette Financial Planning helps you assess its impact on your finances and works with you to develop a plan to handle this transition.

Nearing Retirement

Can you afford to retire? Will your money last? How much will your health care cost? Does it matter when you start Social Security? When do you sign up for Medicare? Retirement is uncharted territory for most people. We can help you prepare.

At retirement, there are many decisions to be made. It’s challenging. It often causes more uncertainty and anxiety. These are times an experienced and understanding financial planner can be most valuable. A financial planner can help you feel confident in your continued financial security and freedom even after retirement.

Caring for Loved Ones

You can count on Burnette Financial Planning for sound advice about caring for elderly loved ones.

Old age comes to all of us, bringing a new set of conditions – and decisions – that affect financial health and peace of mind. How do you care for your loved ones and remain financially sound? How do you give them the best care and protect their resources? When is the time right to begin estate planning?

Estate Planning

Burnette Financial Planning helps you define and attain your personal and your family’s specific goals and vision by coordinating the right strategy, resources and support. This includes identifying immediate and long-range needs of elderly clients, estate planning, pre-and-post death Estate Organization and providing assistance in the orderly transfer of assets to heirs.