Financial, Succession, & Estate Planning

Whether you plan to sell your business or transition it to a family member, taking the time to consider your options is a valuable exercise that brings peace of mind and a clear vision of day-to-day operations. Our team will take the time to help you understand how your personal and business goals are intertwined and how your income, investments, and insurance can work for you (not the other way around). Steve Burns Inc. provides the education that empowers our clients to make important decisions that are relevant to big picture planning.

“What are the benefits and risks of an internal vs. external successor of my company?”

“How should I manage voting shares in a proactive manner? What happens to my voting shares should I pass away unexpectedly?”

“How will any loose ends within my business impact my family once I’m gone?”

All of these are common questions and ones that we can help with. Not only do we bring our own expertise to the table, but also the knowledge and experience of our professional community and network proving you with an accomplished financial and legal team that you can rely on.

  • Review of current retirement plans/options
  • Active assistance in managing your portfolio alongside your investment advisors
  • Development of comprehensive financial plans
  • Succession planning
  • Estate planning


Photo courtesy of Merlyn Guilderson Photography