No overnight success

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We take our time working on the details of our client's plan...never rushing through to meet a deadline.  Great things are crafted with great processes.

Stress will pressure our plans and impact the lives of our clients and trusted stakeholders, so the plans we create must be strong enough to withstand these forces.  A true financial plan creates permanent financial security.

Our planning processes have created lasting success.  Membership in the Million Dollar Round Table (MDRT) represents the highest achievement of professionalism in the financial services industry and is only achieved by 1% of Advisors worldwide.  Among the members of MDRT, one class of Advisor stands out in front:  those who have achieved Top of the Table.  Cary Burgett, President and CEO of Burgett Financial is a recognized Top of the Table, MDRT Advisor.