My Focus

We are experienced with exit strategies and would like to help you.



Burt has been a financial and insurance advisor for 30 years, and he has earned national recognition* for his work.


I work to help business owners and executives manage life and business transitions. I approach this work with a great deal of experience - more than 30 years of experience, in fact, and national recognition as an insurance and financial advisor. Additionally, I am an Enrolled Agent, federally authorized to represent taxpayers before the IRS.

After all of your hard work building a business, your initiative and vision should be rewarded. You should leave a company with the cash and confidence to pursue your next set of dreams, and a strategy to preserve your invested assets and your purchasing power.


I will advise you before, during and after the transition. I will follow through for you, and the professional relationship will be consistent and ongoing.

Why not call or email me today? I will be happy to let you know a little more about my company and my services, and we can see if I am the right financial advisor to help you coordinate your transition.


* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation