PERSONAL FINANCIAL REVIEW

WEALTH CREATION and WEALTH PROTECTION are not something that should be left to chance. Trying to time the markets, and predicting where interest rates will go next, is a common, but dangerous form of financial planning that is widely practiced. To be successful, it is important to differentiate yourself. There must be a disciplined and focused plan that allows you to break away from the pack. A long term study of the wealthiest people reveals the “owner’s manual” for success, yet most follow the path laid out by the masses and neglect this wonderful knowledge. We do not. THE BURLEY FORMAT™ for wealth creation and wealth preservation sets us apart because of its discipline and commitment to follow and apply the knowledge gained from those most successful people. The following Confidential information gathering document will assist in laying the foundation for your own Wealth Management Program using THE BURLEY FORMAT™. WE WILL ADDRESS THE FOLLOWING AREAS WHEN PREPARING YOUR FINANCIAL PLAN:

  • Identifying your future income Establishing a plan to achieve this TAX MINIMIZATION Estate Planning Insurance Protection * Business insurance, benefit needs programs, tax issues * Wills and Powers of Attorney Investment Management Education Plans

Regards,

Tim J. Keeler, B.A., CFP Senior Financial Advisor

* *THE BURLEY FORMAT is a trademark of Tim J. Keeler   Download our Personal Financial Review PDF