Live your great life – Financial planning for Burlington residents
Financial Planning in Burlington
Certified Financial Planners™ for Burlington
Our client-centered financial planning model ensures you work with our CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® certification is the financial planning industry’s gold standard indicating rigorous training, thorough knowledge and demonstrated experience. Regardless of the planner you’ll work with directly, you’ll have the extra advantage of access to other financial advisors who each bring a unique set of skills and experience to help you advance your investment management, retirement planning, and overall life goals. Our CERTIFIED FINANCIAL PLANNER professionals bring you the financial planning experience you need and the peace of mind you deserve.
Fee-only, financial life planning services to support your great life
- Retirement planning
- Investment planning and management
- Tax planning and preparation
- Charitable donation and legacy gifting strategies
- Building, maintaining and enhancing your career asset
- Special needs planning
Who Our Burlington Financial Planning Clients Are
We’re often asked to describe a “profile” of our clients. We appreciate that every one of our clients is unique and has their own stories, dreams, aspirations, and goals. Through decades of experience, we’ve also come to find that many of our clients share the following characteristics:
- Late 50s-early 60s
- Informed delegator – they say, “Do it for me” rather than “I want to do it myself”
- Relationship focused – they’re not looking for an “advisor” who just does transactions
- Interested in a whole-life view of service – not just insurance or tax planning/prep
- Typical net worth of $750,000 to $1 million or income over $250,000
Schedule a Free Conversation
To learn more about our fee-only financial planning that helps you live the great life you want, set up a free, no-obligation 30 minute phone call. If we’re not the right financial planning partner for you, our Find Your Fit commitment ensures we’ll help you find a financial planning model that’s a better fit for you.
Let’s chat! Reach out today to connect with us.
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.
Copyright Financial Service Group All Rights Reserved © 2022