Burns Investment Group/Wells Fargo Advisors Financial Network

Helping You Turn Your Dreams into Reality

In today’s complex financial markets, you may be facing critical decisions — and opportunities. We think it is essential to select the right investment consultants to guide you along the way.

Burns Investment Group specializes in providing objective advice and sound investment strategies to wealthy individuals and their families, business owners and their companies, and trustees of foundations, endowments and other nonprofit endeavors.

Our distinctive approach to investment and retirement planning is based on our genuine desire to help our clients develop intelligent, disciplined investment strategies designed to help make their dreams become reality.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

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