Our firm provides objective and sound financial planning advice to help our clients achieve their goals. Let our financial planning professionals help you along the path to success and security with a plan that is customized to your specific situation.
We work one-on-one with our clients to educate them about financial planning strategies designed to help individuals accumulate and preserve their wealth. If you are looking for true financial experts dedicated to your success, contact our firm today. We'll help you stay on a sound path toward a bright financial future.
If you are interested in learning more about our Financial Planning services, please contact us today.
Burnett Advisors is not a Registered Investment Advisor or a Broker/Dealer. Investment advisory services are offered through Plan Group Financial, Inc., a registered investment advisory firm in conjunction with Billingsley Financial Group and may provide financial planning and investment advice within the context and limitations outlined herein. For more information go to www.billingsleyfinancial.com. The information on this website is for informational purposes only. This information is not financial or investment advice, nor is it a solicitation of investment or investment business.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
As we approach the end of 2018 and look forward to a new year, we want to thank our clients and friends for allowing us to be their trusted partners.