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    • Investment Process
    • Our Journey
    • Dream Big
    • How We Work
    • Mission Statement
    • BFSI Market Articles
  • Home
  • Investment Process
  • Our Journey
  • Dream Big
  • How We Work
  • Mission Statement
  • BFSI Market Articles

Developing a Financial Plan

Discover the person

Short, Medium, Long Term

Understand your goals

Once we meet, we need to discover the person, not just the math.  We will conduct a discovery process with you. 

Understand your goals

Short, Medium, Long Term

Understand your goals

The things that you want to achieve in life are personal and important to you.  We will learn what your personal and important goals are. 

Short, Medium, Long Term

Short, Medium, Long Term

Insurance planning is essential

What actions do we need to take in the short, medium and long term to help achieve your goals?  We will show you these in point form. 

Insurance planning is essential

Insurance planning is essential

Insurance planning is essential

Insurance forms a proper and secure foundation of every financial plan. We will work to ensure you have what you need. 

Chart an investment plan

Insurance planning is essential

Chart an investment plan

With your personal goals and risk tolerance as a guide, we will partner with you to create a custom investment plan. 

Review regularly

Insurance planning is essential

Chart an investment plan

Once your plan is in place, we will conduct reviews...a re-discovery if you will...with you on a regular basis. 

Contact Us

We would love to hear from you!

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Email: service@burgettfinancial.com

Burgett Financial

#162, 150 Chippewa Road, Sherwood Park, AB T8A 6A2

Phone: (780) 410-9884

Respecting Your Privacy & Email Disclosure

 

Respecting your privacy is a priority for Burgett Financial Services Incorporated. We keep in confidence personal information about you and the products and services you have with us to provide you with investment, retirement and insurance products and services to help you meet your lifetime financial objectives. To meet these objectives, we collect, use and disclose your personal information for purposes that include: administration; protecting against fraud, errors or misrepresentations; meeting legal, regulatory or contractual requirements; and we may tell you about other related products and services that we believe meet your changing needs. The only people who have access to your personal information are our employees, and third-party service providers. We will also provide access to anyone else you authorize. Sometimes, unless we are otherwise prohibited, these people and service providers may be in countries outside Canada, so your personal information may be stored in and subject to the laws of those countries. You can ask for the information in our files about you and, if necessary, ask us in writing to correct it. To find out more about our privacy practices, please contact our office. This is a confidential message that may be privileged. This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential, and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

Please visit us on our LinkedIn profile at: https://www.linkedin.com/in/cary-burgett-636b3916/