THE BURLEY FORMAT

“The BURLEY FORMAT™ provides a framework on which to build a solid effective financial plan and investment portfolio. Consistent adherence to the tenets of the BURLEY FORMAT™ lays the path for successful achievement of financial goals.”

B- RUN YOUR WEALTH MANAGEMENT PROGRAM LIKE A BUSINESS
U- UNDERSTAND WHAT YOU INVEST IN AND DO NOT LEAVE YOUR DESTINY TO CHANCE BY SPECULATING
R- IDENTIFY THE ROLE MODELS AND DETERMINE THEIR RECIPE
L- LEARN THE SECRETS OF THE RECIPE AND REPEAT IT
E- EDUCATION AND KNOWLEDGE IS THE KEY TO WEALTH CREATION AND PRESERVATION
Y- YOUR ENTIRE FUTURE WILL BE DETERMINED BY HOW WELL YOU PLAN TODAY

Prepared for exclusive use by TIMOTHY J. KEELER B.A., CFP, Senior Financial Advisor/Insurance Representative