Skip to main content

Burton Wealth Management

 480-629-8144
  •  
  •  
  •  
  • Newsletter Sign Up

Burton Wealth Management

  • About  
    • Team
    • Our Philosophy
    • Our Process
  • Our Services
    • Financial Planning
    • Saving for College
    • Retirement Planning
    • Asset Allocation
    • Estate Planning
    • Insurance
    • Investment Management
    • Employer Sponsored Retirement Plans
  • Blog
  • Contact
  • Client Login

    You are here

  1. Home
  2. estate planning

estate planning

Leave your Legacy through Planned Giving

Submitted by Burton Wealth Management on September 20th, 2016

Leave your Legacy through Planned Giving

Tags:
  • estate planning
  • Tax
  • Read more

Categories

  • 401k (1)
  • bank (1)
  • certified financial planner (1)
  • charity, planned giving, donor (1)
  • children (1)
  • data security (1)
  • debit (1)
  • estate planning (1)
  • FAFSA (1)
  • Family (2)
  • Financial (2)
  • financial literacy, capital asset, securities (1)
  • financial literacy, children, credit cards, money (1)
  • financial planning (2)
  • healthcare costs (1)
  • identity theft (1)
  • Insurance (1)
  • investing, long term performance (1)
  • life insurance (1)
  • long-term performance, finances, investing (1)
  • mortgage, home loan, credit (1)
  • personal, finances (1)
  • retirement plan (1)
  • retirement planning (2)
  • retirement savings (1)
  • Rollover IRA (1)
  • savings (3)
  • savings, bank, credit cards (1)
  • social security, retirement planning, life insurance (1)
  • social security, SSA, retirement plan (1)
  • student loans, credit, retirement plan (1)
  • Tax (3)
  • taxes (1)
  • taxes, income, AGI (1)

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   14358 N Frank Lloyd Wright Blvd, Suite 8 , Scottsdale, Arizona 85260
  •   480-629-8144

Securities offered through LPL Financial. Member FINRA & SIPC. Investment Advice offered through Burton Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Donald Edwin Burton II, California insurance license #0B05303, state of domicile & principal place of business is Arizona.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Minnesota, Nevada, New York, Oregon, Texas, Utah, Washington.

© 2022 Burton Wealth Management. All rights reserved.

Website Design For Financial Services Professionals