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How We Work

Meeting the needs of investors in today’s economy can be challenging. It requires a thorough understanding of the market and the individual needs of each client.

Tena Burrell, president of Financial & Estate Planning Services, brings her years of experience to individuals and business owners by providing financial planning services and strategies that are suitable to help achieve individual goals. We do this by implementing the following methods:

  • Listening intently to your needs
  • Carefully reviewing client assets and assessing what will be needed to help secure financial goals
  • Developing a sound financial strategy to help meet your long-term goals
  • Helping clients navigate the different channels of risk and investment
  • Ensuring portfolio diversification*
  • Monitoring and frequent review of your portfolio performance

*Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

For over 30 years, Tena Burrell has worked to help individuals and families plan for their financial future. Specializing in the fields of retirement and estate planning, Ms. Burrell educates clients on how to help preserve their financial assets, while maintaining a sustainable standard of living. As the owner of Financial and Estate Planning Services, Tena Burrell takes her many years of experience and offers sound financial alternatives to create solutions, based on the needs of each individual client.

We utilize insurance and investment products along with the financial planning services to help establish and support client goals in the following areas:

Having been a Caregiver for her own family, Tena Burrell, is actively involved in the local community, contributing time and personal commitment to various civic and charitable organizations in the area.

It is Ms. Burrell’s desire to apply her industry knowledge to developing tailored financial plans for individuals, professionals, business owners and corporations.

Whether you are a business owner or are looking for ways to develop a secure financial future for you or your family, Tena Burrell is qualified to assist with your investment needs.

Financial and Estate Planning Services does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tena Burrell




Tena Burrell focuses on the unique needs of her clients, as well as financial management for caregivers.  Financial advising on Retirement and Estate Planning, investment portfolio management, and tax planning.

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