Our goal is to take the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for families, professionals, and business owners. The 20/20 FORMula is designed to adjust and monitor your critical life and financial events to keep your plan on track.
As comprehensive wealth managers, we want you to be secure and confident about your financial life. We help our clients to reach their financial goals. We emphasize the importance of placing our clients' assets in buckets corresponding to specific time horizons. We think this allows for more confidence in uncertain times.
As comprehensive wealth managers, we want you to be secure and confident about your financial life. We help our clients to reach their financial goals. We emphasize the importance of placing our clients' assets in buckets corresponding to specific time horizons. We think this allows for more confidence in uncertain times.
Services
Our team specializes in meeting the needs of families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to carry on a family financial legacy. As needed, we take a collaborative approach with other relevant professionals. This additional expertise is part of our process to help you pursue your wealth and lifestyle goals.
Burford Brothers was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique.
Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The 20/20 FORMula, helps you pursue your financial independence.At Burford Brothers, we recognize that we are not all things to all people; we are all things to some people.
Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The 20/20 FORMula, helps you pursue your financial independence.At Burford Brothers, we recognize that we are not all things to all people; we are all things to some people.
Our detailed planning process allows us to understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. Review existing debt and liability structures to determine if better options can be utilized. The guidance that results from our planning process is based on the sole criteria of helping you meet your goals.
Successful investment management starts with discipline. It is the cornerstone of your financial future. We work to achieve our clients' goals through appropriate growth and income, but also have a finite focus on risk and other competing forces that can impact a portfolio over time.
Through extensive research, tactical allocation, and focused risk modeling and time horizon management, our portfolios help clients stick with their plan and achieve their long-term goals.Annette's multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013.
Through extensive research, tactical allocation, and focused risk modeling and time horizon management, our portfolios help clients stick with their plan and achieve their long-term goals.Annette's multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013.
Our team strives to implement tax saving strategies to help you grow your assets while keeping control in your hands. We will gladly work cooperatively with your CPA or tax preparer to help minimize the burden of tax preparation. We're happy to step in and provide a comprehensive tax package containing all of the relevant documentation needed from our firm.
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