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It's time to plan for your future.
If
you are looking for competent, objective and transparent financial advice — you've come
to the right place. Burgess Financial Planning will help you organize your financial life and make good choices to reach your goals. Together, we will develop a specific action plan on how to effectively save, invest, and protect your money for the future. We charge an affordable flat fee for this service; a simple, but rare concept in the often opaque financial services industry.
We DO NOT:
1. Earn any commissions from anybody. Period.
2. Manage your money for an ongoing fee or percentage of your assets. A prudent financial plan is not rocket science, but it is essential to move toward your goals. There is no better time to start planning than today.
Call or email today to discuss how we can help you reach your financial goals.
Burgess Financial Planning
222 Columbus Avenue, Suite 201
San Francisco, California 94133
Tel: (415) 525-1041
 
COMPLIANCE DISCLOSURE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sean Burgess, Principal, Burgess Financial Planning. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. Links to other sites endorsing a security or any other product should not be construed to be a recommendation of that security or product by Burgess Financial Planning. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state other than the state of California, or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states.
COPYRIGHT NOTICE
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.
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