Question 1

What services does the company offer?

Accepted Answer

The company offers financial planning, tax planning, retirement planning, and investment management services to help clients grow and preserve their wealth.

Question 2

How does the company protect client privacy?

Accepted Answer

The company's website uses cookies to collect information about how clients interact with the website, which is used to improve the browsing experience and for analytics. The company's privacy policy provides more details on the use of cookies and how client information is protected.

Question 3

What are the qualifications of the company's financial professionals?

Accepted Answer

The company's team includes certified financial planners, credentialed investment professionals, and an in-house CPA advisor, providing clients with access to a team of fiduciaries.

Question 4

How does the company's approach to wealth management differ from traditional providers?

Accepted Answer

The company offers a single team to provide cohesive and coordinated advice, allowing clients to benefit from a tax-efficient approach to financial planning, investment management, and tax planning.

Question 5

What is the process for working with the company?

Accepted Answer

Clients can preview their financial planning experience and schedule a meeting to get started with the company's comprehensive wealth management services.

Burney Wealth Management

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About Burney Wealth Management

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Frequently Asked Questions about Burney Wealth Management

What services does the company offer?

How does the company protect client privacy?

What are the qualifications of the company's financial professionals?

How does the company's approach to wealth management differ from traditional providers?

What is the process for working with the company?

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