John Burns

CIM
CIWM
FCSI
FMA
RFP
TEP
Director
Bio
I perform fiduciary duties, writing and implementing financial plans that enable vulnerable persons to lead sustainable dignified lives. I also specialize in structuring and investing court settlements of victims with catastrophic injuries. The goal is to maximize a client's public and private benefits while seeking preferred tax and means tested exempt income and growth in their portfolios.
Personal Information
Employer Information
Practice Information
Fee based (AUM)
Fee Only - Hourly
IAFP
STEP
FPA (US)
CIFPs
Financial Planning
Portfolio Management
Tax Planning