Burkett Financial Services, LLC

Financial ServicesSouth Carolina, United States0-1 Employees

BURKETT FINANCIAL SERVICES, LLC provides comprehensive financial and investment management services to physicians, corporate executives, professionals, business owners and other affluent clients. We utilize a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes and retirement. Recommendations are based solely on your specific needs, circumstances and goals. Our team consists of CERTIFIED FINANCIAL PLANNERTM licensees and CPAs who focus on providing financial planning and investing services and ideas to our clients. All are active members of at least one of the following professional organizations: The Financial Planning Association, Columbia Estate Planning Council, South Carolina Association of CPAs, American Institute of CPAs, Columbia Tax Study and the National Association of Personal Financial Advisors. OUR MISSION is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. We put our client’s interest first, act with integrity and honesty and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients’ success in achieving their goals. OUR PHILOSOPHY is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth.

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