DAVID BURT FINANCIAL SOLUTIONS is a full service independent insurance and financial services agency. We represent and have access to over 50 major insurance companies providing medicare supplements; medicare advantage plans; medicare part D; term life insurance; index universal life; whole life; long term care; fixed and index annuities; burial and final expense and many other types of insurance policies. We get to know you to determine your needs and desires and then match you up with the best company for your situation. We do the “shopping” for you so you get the very best insurance at the lowest possible price. Life is complicated enough and it is our goal to simplify choosing the most suitable insurance and financial services for you and your family. We will educate you first and then provide options and choices so that you make the very best decision. Let us walk with you on your journey as you navigate this thing called life. We would count it an honor. The RED flame in our logo is a symbol of our desire to serve our clients and our community through education, coaching and mentoring.
OUR SERVICE GUARANTEE
We guarantee that we will take the necessary time to get to know you and your financial needs BEFORE making any type of recommendations. You are unique and the solution to your particular needs should be as well. NO COOKIE CUTTER plans are available when you choose to trust David Burt Financial Solutions with your insurance and financial planning needs. We will treat you with respect just like we would treat our own parents if we were making suggestions to them. Our goal is to develop a long term relationship with each of our families through mutual trust and respect.
Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and people with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant, sometimes called ESRD). Choosing the right health care in retirement can be confusing and overwhelming. The good news is that it does not have to be. I can help you sort out all of your choices and options and educate you on the many pieces of Medicare so that you are able to make an informed, wise decision. Visit my Medicare University to learn more.
We are “safe money” managers. We subscribe to the thought process that as you get older you need to have LESS of your hard earned money at risk. This risk could be market risk, inflation risk, tax risk, or simply the risk of running out of money. During retirement you do not have time to recover from unnecessary and avoidable losses. We help structure your assets so that you avoid these pitfalls. While you are in the accumulation phase we teach you how to create a “tax free” stream of income so that when you reach retirement you are in a position to keep more of what you have accumulated and pay less or ZERO in taxes.
We have contracts and access to over 50 major insurance carriers which enables us to “shop” for you to get the very best coverage at the most affordable rates. Here are a few of the companies that we represent.
As a full service independent agency we offer a full array of financial products and services. Here is a partial list of the many areas that we assist our clients with.
Medicare Planning and Counseling
ZERO TAX Strategies
Social Security Planning Strategies
Retirement Planning 401(k) Rollovers
Life Insurance / Long Term Care
Burial / Final Expense Coverage
Safe Money Planning / Annuities
Improving Rates on CD’s
Hospital Indemnity Coverage
Cancer, Heart Attack, Stroke and Accident Coverage
Dental, Vision, Hearing Coverage
Visit our Resource page for a “one stop shop” for a wealth of information including white papers and videos available for immediate download. Sign up for our newsletter to receive valuable and up to date information to keep you informed about current relevant financial matters. Our Medicare University and Social Security University are great resources and you have access to those by clicking here.
I am a veteran agent / advisor with thirty years experience. I chose a few years back to become an “independent” agent so that I would have more choices for my clients by aligning myself up with many companies instead of just one or two. I still love helping my clients find solutions to their unique financial issues. No two people are alike and no two financial plans should be the same. This theory has proven to be very beneficial and has allowed me to serve a broader range of needs that my clients have in these rapidly changing times.