Dennis Burbank

Financial Advisor

News

Meeting With a Financial Advisor for the First Time? Here’s What to Bring

Sifting through your financial paperwork can seem complicated but it will help your advisor create the best plan for you. Here’s what you’ll need to get started. Read more.

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

How Does an Annuity Work?

It can work as a part of your overall financial plan to provide you with guaranteed payments in retirement that will last as long as you live. Read More

How to Financially Prepare for a Baby in 9 Months

When you’re expecting to welcome a child, you have a lot to prepare for — both emotionally and financially. This checklist can help. Read More

 

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