BURKETT FINANCIAL SERVICES began official operations in 2000 after providing similar services to clients of Burkett, Burkett & Burkett CPAs which was founded in 1976. Please see the profiles of our firm members for more detailed information. Read about our investment philosophy.
Helen Sons Vickery | (803) 794-3712 | |
Kevin Smiley | (803) 980-3232 | |
Neil Brown | (803) 794-3712 | |
Lem Mitchum | (803) 794-3712 | |
Jana Morrison | (803) 980-3232 | |
Lora Jarrell | (803) 980-3232 |
1. Gathering data
2. Setting goals
3. Developing a plan to reach those goals
4. Implementing the plan
5. Monitoring and updating progress
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
