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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Articles & Information
Town Hall Meeting - 10/15/08
Financial Crisis, The Economy, Opportunities, Diversification
by P. Kevin Smiley, CPA, CFP®, Neil A. Brown, CPA, CFP® and Lem Mitchum
Click button to listen or right click and select “Save File As” or “Save Target As” to download.
Data or Relationships
Wow, what a harrowing swing we have seen in the stock and bond markets of late. Asset allocation, which reduces the downside risk of investing, provided no safety in the July to August market correction. All major equity indices were down at least 10% from their earlier market peaks. Why? We are seeing a realization of some of the fears that were first showing up in theory in February 2007.
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Our thoughts on the markets and other areas you may find of interest...
