Independent Financial Planning and Advice
If you are looking for independent, objective
financial advice — you've come to the right place. This is a different type of
financial planning firm and we think you will find our philosophies and vision
to be refreshing and compelling. Burgess Financial Planning exists to make
competent and un-biased financial advice available to all people. Regardless of
your current income or amount of assets, we can help.
Burgess Financial Planning does not sell financial products and we do not receive referral fees,
commissions or any third party payments that could lead to a conflict
of interest with our clients. Our greatest value to our clients is
objectivity, simple solutions and wisdom about financial markets, proper planning and preparation for the future. Clients have the flexibility to engage on either a one-time, as-needed or
ongoing basis.
Call or email today to set up a complimentary "get acquainted" meeting.
COMPLIANCE DISCLOSURE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sean Burgess, Principal, Burgess Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. Links to other sites endorsing a security or any other product should not be construed to be a recommendation of that security or product by Burgess Financial Planning. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the state of California, or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states.
COPYRIGHT NOTICE
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.
Certain text, articles and Garrett Network logos: ©2000 The Garrett Planning Network, Inc., Sheryl Garrett, Principal. "Building Brighter Financial Futures" and "Financial Planning and Advice for Everyday Life" and "Hourly, As-Needed Financial Planning and Advice ... The New Choice for Smart Consumers" are Garrett trademarked slogans™.
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