Welcome to Burkett Financial Services, LLC
We are a comprehensive, financial-planning firm. We work with you and other advisors you may have to develop a plan to reach your goals. We provide advice and implementation of such on investments, income tax, estate planning, insurance, retirement, education funding and other areas of your life.
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| BURKETT FINANCIAL SERVICES began official operations in 2000 after providing similar services to clients of Burkett, Burkett & Burkett CPAs which was founded in 1976. |
1. Gathering data 2. Setting goals 3. Developing a plan to reach those goals 4. Implementing the plan 5. Monitoring and updating progress |
Your resources should all be working together in a coordinated plan with set and defined goals for the future. |
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