John Burton

Background

About John Burton

Experienced Financial Services Professional with a demonstrated history of working in the finance, accounting, insurance and investments industries. Strong finance & insurance professional specializing in Sales of Medicare Plans (Advantage, Medigap and Part D Rx), Indexed Annuities, Life Insurance, Long Term Care Insurance, and Legacy Protection. Seasoned accounting and income tax specialist catering to small businesses, nonprofits, NGOs, and individuals - especially international students, NRAs and resident aliens; a Quickbooks ProAdvisor and experienced in forming and organizing 501(c)3s, LLCs, and S Corps. As a fee-based fiduciary adviser, I provide comprehensive financial plans, retirement income and investment management, guidance to financial guardianships and trusts, and legacy wealth transfer planning. Second opinion reviews of retirement plans and 401k and 403b defined benefit consulting for employees are available. At my firm, we provide advice to all areas of your personal finances and aim to "make your money harder for you"! When asked what kind of business I am in, I simply quote one of my long term clients who said,"You're not in financial services, you're in the people business!" PEOPLE MATTER - more than numbers, dollars, or return on investment - your life and purpose are important. So, we look to make lives and legacies better, while adding significance from now to eternity.