Our Services
Burrows Financial Group is an independent, full-service financial consulting firm dedicated to helping clients build and preserve wealth for their lifetime and future generations. While we operate independently, we are held to strict regulatory standards by state and federal laws, as well as our parent partner, Integrity. We ensure the highest levels of compliance and accountability in all we do.
With access to over 50 leading brokerage firms and insurance providers, we craft tailored, client-centric portfolios. Unlike firms specifically tied to one company, our loyalty is solely to our clients, ensuring their best interests always come first.
Estate planning:
One of our specialty areas lies in comprehensive estate planning, probate avoidance, and generational wealth transfer. We focus on preserving your legacy and providing strategies to ensure you don’t outlive your retirement savings. Our goal is to give you peace of mind, knowing your wealth is protected and your financial future is secure.
Life-health insurance:
The hidden costs and fees associated with dying or facing a critical illness can create significant financial burdens. We specialize in protecting individuals and families with comprehensive life insurance and critical illness plans. Our goal is to provide the necessary coverage to safeguard loved ones and mitigate unforeseen expenses, ensuring peace of mind during challenging times.
Financial planning:
A good financial advisor considers your entire financial picture, not just a single investment or account. By planning ahead, you can better reach your financial goals and face unexpected challenges worry-free. We specialize in retirement planning, asset allocation, risk management, tax considerations, and estate planning. A common concern we address is outliving your savings in retirement, as managing your money in retirement differs from building it.