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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The holiday season is upon us, and 2020 has given us plenty to reflect on. It’s been a year of extreme ups and downs, but... more
2020 is certainly turning out to be a year for the books. It’s clear after speaking to many families all over the country that they... more
Living through this pandemic is certainly putting things in perspective. Our health and our loved ones have never felt more important as we reevaluate what... 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.
2020: 3rd Quarter Summary
“Yes we can can, why can't we? / If we wanna get together we can work it out.” The Pointer Sisters, “Yes We Can Can” Global... more