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.
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.
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?
Money is the obvious and number one stressor in our lives, let us help you focus on making smart money decisions.
Physical well-being is closely tied to your financial success so we help you focus on the importance of staying active.
Your social life impacts a healthier mind which leads to a healthier body and lower health care costs. We focus on helping you enjoy your lifestyle.
Check the background of this investment professional on FINRA's BrokerCheck.
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.