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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck