How to Retire Early

Retiring early can be a dream come true, but it's important to be aware of all the facts.

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Ideal Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Burton Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

Why Burton Wealth?

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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"Do that next good thing by putting financial protection in place with life insurance."

- Alexa Von Tobeln

"Your defensive game plan is just as important because it protects your money when something unexpected happens"

- Alexa Von Tobeln

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Retirement

Estate

Lifestyle

Insurance

Business

Estate

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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Calculators

Presentations

Tell Us How We Can Help You Today

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