Burns Financial Advisors, LLC

James V. Burns, ChFC
Welcome to our website!

We're now celebrating 5 years of service in the Greater Westerly-Pawtucket Area

  

Our Mission Statement 

Our mission is driven by a core belief that integrity, honesty, and dedication must always be applied to everything we do. Providing impeccable service and being committed to helping our clients meet their goals are our top priorities. Confidence in our faith and a vision of true prosperity will constantly be our guide when offering wealth strategies to those who put their trust in us.

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →