Marie Burns is a caring, experienced Certified Financial Planner (CFP®) professional who treats you like family and helps you with your money decisions. Our focus is on reducing your stress, while also saving you time, by providing a simplified yet comprehensive, organized road map of your financial life. We serve as your objective, personal guide---your advocate and pro-active accountability partner focused on the key aspects of your financial health: money, motion, and mind.
Check the background of this investment professional on FINRA's BrokerCheck.
For almost 20 years, Marie has taken the approach of a financial health practitioner (without the white coat)...assessing, reducing worry, and focusing on what matters to you. We start with a Financial Wellness Review, are you ready?
Without financial advice, you may lose out on investment returns due to emotional, non-diversified investing behavior. You may miss out on tax savings or your family may pay the price of a lack of estate planning. Can you afford NOT to have a plan for your main resource in life, money? Investing involves risk including the potential loss of principal. No investment strategy including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA / SIPC. Investment advisory services offered through Win Win Investment Planning, LLC. SPF is separately owned and other entities and/or market names, products or services referenced here are independent of SPF.