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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As a trusted family advisor, I have a front row seat to just about every life event occurring in our clients’ financial lives. Our advisors... more
Most of us have learned firsthand that the pandemic has changed the way we work. For many, it’s also transforming their retirement timelines. At the... more
Most of us know at least one person who’s fallen victim to some form of identity theft. It’s a familiar culprit that caused $56 billion... 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.
2021: 2nd Quarter Summary
“I've just closed my eyes again / Climbed aboard the dream weaver train / Driver take away my worries of today / And leave tomorrow... more