CREATING & PRESERVING
MULTI-GENERATIONAL WEALTH
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Working Families

Sometimes life can be overwhelming. It can be difficult to navigate competing goals such as saving for a child’s education while you also save for retirement. Let Burns Matteson be your objective partner in success. We can help you identify your family’s priorities and implement a process to achieve your goals.

Retirees

Making the decision to retire can be exciting, but also very scary. Can I maintain my lifestyle? For how long? Let Burns Matteson help you navigate the transition from your last paycheck to your first retirement check.

PENTAMILLIONAIRE FAMILIES

Penta and Decamillionaire families require a more integrated approach to their wealth management. Let Burns Matteson be your “financial quarterback”, integrating and implementing the advice from your accountants, estate planners, business coaches, and other advisors into a coordinated plan.

A New Generation

The best time to start saving for your future was yesterday, but the second-best time is today! Whether you are the child or grandchild of an existing client, or a curious investor just starting out, Burns Matteson will help you get on the path to financial independence.

Charitable Organizations

We can help you help them. Burns Matteson works with the leadership of several non-profit groups to properly steward their resources.

A Fee-Only Financial Planning And Investment Advisory Firm

Managing your finances for today, while looking ahead to plan for what tomorrow may bring, doesn’t happen automatically – or easily. Squeezed by the demands of daily life, you may know the importance of financial planning and goal setting, but those needs have been placed on the back burner. The good news is that financial planning doesn’t have to be an overwhelming burden. Let Burns Matteson relieve that worry for you and your family as we have done for many clients across the United States.

ARTICLES of interest