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. By enlisting the professional services of a competent financial planner, clients can be assured that their long-term goals are met with sound strategies that serve to establish a secure financial future.
Tena Burrell, president of Financial & Estate Planning Services, brings her years of experience and investment expertise to individuals and business owners by providing the financial planning services and strategies best suited for achieving 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 secure a strong financial future
- Developing a sound financial strategy to 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
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 best protect 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 the best 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.