James F. Burns Jr.’s Post

Your retirement savings needs to last as long as you. Let’s talk about a strategy to help secure your future.

Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

Are you looking to grow your assets and make sure you’ll have lifetime income in your retirement? We should talk about how an annuity can help you do both.

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

Market volatility can make us uncomfortable. Let’s make sure you have things in perspective with a well-diversified portfolio.

For people with more time until retirement, some annuities have growth potential as well as guaranteed lifetime income. Let's talk about your options.

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

Personal financial planning impacts your business. What’s your plan and how can we help?

Your business is your biggest asset. Let’s talk about ways to protect what you’re building.