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How Tena Burrell Assists Clients

About Financial & Estate Planning Services

Financial and Estate Planning Services is owned by Tena Burrell, Tena Burrell has been in the profession as a financial and insurance advisor for over 25 years. Focusing on working with mature investors, Tena educates clients on how to help preserve their financial assets and standard of living. By offering alternatives and assisting her clients to implement solutions based on their individual needs.

Investment Management to Help Increase and Preserve Your Income – specializing in safety and liquidity. Help eliminate poor judgment to help stretch your money to last your lifetime. Tena Burrell is prepared to address the serious retirement crisis facing the 60 million people expected to turn 60 between 2006 and 2021.

Retirement Planning – Retirement seems to sneak up on too many people too soon. Are you willing to leave the fate of your retirement years to luck? Unless you consider and understand what you want from your retirement and how much money you'll need to achieve it, you may find that all your dreams and plans about life in retirement will remain just dreams. Tena Burrell has helped hundreds of retirees to save in taxes and increase retirement income.

Estate Planning – Tena will show you how to help manage income, gift and estate taxes, unnecessary expenses and time delays in legal challenges. Even if you have a living trust, your family might still pay taxes unless you take steps to avoid them before your death. Tena keeps current with Medicaid and Medicare laws and rules. Working closely with other professional advisors; (IE: CPA’s; Estate Planning Attorneys, etc...) Tena can help you with almost any important decision.

Long Term Care protection or qualification for Medicare Supplemental Insurance–Tena will act as brokers (not a salesperson) to find you suitable coverage within your budget for long term care protection. Tena will also educate you on alternative ways to fund long-term care expenses for your family or elderly relatives, who are not insurable.

Tena provides FREE workshops for small to medium size business employee groups. These educational sessions teach employees how to financially plan for their future, by educating them on a wide variety of topics. Please let us know if you would like to customize a workshop for your employees.

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

We Have the Tools and Background to Provide the Services That May Fit Your Needs



Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

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