Welcome to the world
Individual and Family finances can be just as, or more important than business finances. Keeping a budget and knowing exactly where your money is going every month can be tedious. Planning for the future, your kid's college education, and retirement can be overwhelming. Burton and Associates is here to help..

Whether it is a simple family financial planning meeting, a simple monthly budget, or ways to save money for the future, we can help. Your individual and family's financial goals should be first and foremost when planning for the future, and why not get some professional help when staring out.

Our company will help you find the budgeting plan, and investment advice that works for you. Let us guide you to where you want to be 5, 10, or 50 years from now. We have many personalized tools to help get your finances back on track.

Let's get Started

Three simple Steps to get started
  1. Call or E-mail us for an appointment
  2. We will sit down and discuss your financial needs
  3. Let us do the rest


Cost Effective
Our staff of professionals are always accessible and working efficiently for your home. They become your partners, working with you to understand your lifestyle and develop new strategies for individual and family financial planning. All this at a price your business can afford.

Ease of Use
Our promise is to be involved with our clients. We make it our guarantee to know your finances, to understand it and its possibilities. We offer new ideas to help your personal financials flourish even when you think they have reached their limit.

Speed and Efficiency
Our intimate size at the Burton and Associates allows us to be on top of most situations responding to the diverse and often immediate problems clients can face, after partnering with Burton and Associates clients no longer need to worry about working alone.

Service and Availability
We are here for you whenever you need us. We have many personalized tools to help get your feet back on the ground, and get a strong footing for the future. With personalized spreadsheets and planning you will have the ability to stay on track.

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