His Services

READY TO KEEP YOU FINANCIALLY ON COURSE

PLAN to avoid traps and hazards.

PLAN to help keep your portfolio competitive.

LEARN the lessons that may help you improve financially.


Ask Mark Burton to help you address your retirement goals and drive past the obstacles.

Mark works with south Orange County's small business owners and white collar professionals as they plan or experience life and career transitions. He helps them strategize to avoid financial hazards in retirement and stay on course for their objectives. He can help you plan to direct and protect your wealth over the course of your financial future.

KEEPING IT SIMPLE TO HELP YOU KEEP UNDER PAR

During the course of your retirement, you will have to be aware of certain financial hazards - traps you may not see, rough markets from which it might seem tough to recover. Through it all, you will need to manage and meet the challenges.

In retirement, as in golf, it is extremely important to manage the course and play to your strengths, while minimizing risks.

By offering retirement planning, Mark can personally help you and encourage you so that you may stay on the fairway.

FOCUSING ON THE FUNDAMENTALS

Whether you are approaching retirement or recently retired, you must address the fundamentals - you need to plan for adequate retirement income, and adopt an appropriate strategy to keep your savings growing.

As your retirement professional, Mark will make sure these fundamentals are addressed. He can help look at your current "stance" and the mechanics of your finances, and encourage you to improve your financial position.

KEEPING YOU ON THE FAIRWAY

Retirement is kind of like the "back nine" of life. If you've built a business or excelled professionally, you've had a great front nine. The key at the turn is to stay focused and try to avoid hazards.

Mark can help you manage risks and maintain financial concentration during your retirement transition. Together, you can explore creative strategies that may allow you to exit your business or career with a clearer path toward retirement.

You may contact Burton Financial & Insurance Services today to request more information about Mark's services or a friendly, no-obligation initial meeting.

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