Are you on track for the life you want? Prepared for the inevitable curveballs? Our collaborative approach covers financial gaps, so you can move forward with confidence and peace of mind.
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Life is full of ups and downs. As a financial advisor with over three decades of experience, I’ve seen firsthand how these highs and lows... more
Ending a marriage is never easy. Even in an amicable separation, it’s a major life change that will inevitably affect your finances. Making a post-divorce... more
If you’re a JJ Burns & Company client or a regular reader of this blog, you probably already know I’m a big fan of looking... more
Unlike traditional wealth managers, JJ Burns takes a collaborative approach that brings every aspect of your financial life together into a single, seamless plan. We look at the whole picture. Your family, career, and plans for the future. Your values, hopes, and dreams.
Then we create a comprehensive personalized plan. One that covers the financial gaps, considers your emotional needs, and puts your dreams into action.
Throughout the process, we coordinate with everyone in your financial circle, including your accountants, attorneys, and business partners. It’s a unique approach that eliminates redundancies, reduces costs, and ensures that your team is in sync, on track, and pursuing the same big-picture goals.
Barbara and Ed would like to retire within the next year or two. They’re excited about the transition, but also a little nervous. Are they truly ready?
With the death of her husband, Donna’s world changed in an instant. She and Frank had so many plans, and now she’s navigating what that means without him.
Matt has just been diagnosed with a serious, progressive illness. He’s concerned what that means for his future and that of his wife Melissa and their kids.
Steven has devoted his life to building up a thriving business. But now he’s finally ready to sell so he can pursue new opportunities and spend more time with his family.
After 30 years of marriage, Jennifer is unexpectedly facing a divorce. In addition to the emotional tumult, she feels overwhelmed by new financial worries.
Anne is a successful executive with a husband and three kids, but lately she’s been feeling stagnant in her career.
Andrew is getting older and his health isn’t what it used to be. He wants to transfer the responsibility of managing the family trust to his daughter Nicole.
2023: Mid-Year Summary
“Send lawyers, guns, and money / Dad, get me out of this” Warren Zevon, “Lawyers, Guns and Money” U.S. investors breathed a sigh of relief... more