Fee-Based Planning : Burke Financial Group, LLC

Fee-Based Planning

As a CERTIFIED FINANCIAL PLANNER™, Daniel Burke will make sure a financial plan is created that has your goals and desires in mind. As a fiduciary, he is bound to put your interest first.

This is accomplished by entering into a transparent financial planning agreement that outlines the scope of services, timeframe, and costs associated with developing your plan. Fees vary based on time and complexity of services rendered.

The reason we believe annual planning is important is because it is much easier to make minor adjustments annually than major changes every few years. Our ultimate goal is to get you from where you are today to where you want to be in the most efficient manner possible.