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Burns Matteson Capital Management is a Fee-Only Financial Planning and Investment Advisory firm. As a Fee-Only firm, our services are paid for exclusively by our clients. We are not employees of any bank, credit union, brokerage firm, or insurance company. Unlike many other firms, we do not sell investment products and we do not accept any commissions from mutual fund companies or brokerage firms. As independent advisors, there are no conflicts of interest in the investment advice we provide to our clients.
Although our services can benefit a diverse group of individuals, we specialize in strategies designed to meet the complex and unique needs of Corning Incorporated employees and retirees. As former Corning Incorporated and Corning Credit Union employees, we were once enrolled in the same benefits plans as our clients. We have advised hundreds of current and retired Corning employees and we have extensive experience with the intricate benefit plans of this Fortune 500 company.*
Our Wealth Management Services, Financial Planning Services, and Hourly Consultative Services provide us the flexibility required to meet the individual needs of a diverse clientele.
* Please note: Burns Matteson Capital Management is not affiliated with Corning Incorporated and the information presented on our web site has not been reviewed or endorsed by Corning Incorporated.
Wealth Management Services
Please note: We are not considering any new Wealth Management engagements at this time. Please feel free to contact us to add your name to our waiting list.
Our Wealth Management services are available to those families with a minimum net worth of $2 million. Our role is one of a "Financial Quarterback" for your family. Just like a quarterback leads the football team, we lead a team of sophisticated, experienced professionals for our clients including attorneys, accountants, trust officers, bankers, and insurance agents. We can work with your existing advisors or assemble a team on your behalf from our network of trusted professionals.
Many of our clients found they were spending too much of their precious time and resources managing all of their professional relationships while trying to stay informed of the various estate and income tax laws, wealth transfer techniques and investment strategies.
Our Wealth Management services are designed to alleviate our clients from the burden of the day-to-day management of their wealth. By delegating their investment portfolio management and financial planning needs to Burns Matteson Capital Management, our clients have time to focus on the strategic decisions that need to be made for their family and time to pursue the joys that wealth brings.
Our Wealth Management services include day-to-day Investment Portfolio Management and may include Financial Planning services such as: Estate Planning, Income Tax Planning, Retirement Planning, Employee Stock Option Planning, College Education Planning, Cash Flow Planning, Insurance Planning, Wealth Transfer Planning, and Charitable Gift Planning.
Our investment portfolios utilize a variety of no-load and institutional class mutual funds, individual stocks and bonds, option contracts, certificates of deposit, and private equity venture capital funds where appropriate. As a Fee-Only firm, we do not sell investment products and we do not accept any commissions from mutual fund companies or brokerage firms. Our clients pay us a quarterly retainer for our services. Our retainer fee is based on the size of a family's investment portfolio.
If you think our Wealth Management Services may be appropriate for you, feel free to contact us with your questions or to request a complimentary, no-obligation consultation.
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Financial Planning Services
Please note: We are not considering any new Financial Planning engagements at this time. Please feel free to contact us to add your name to our waiting list.
Our Financial Planning Services are available to those individuals and families who do not need or otherwise qualify for our Wealth Management Services. Utilizing a rigorous process, we counsel and advise our clients in up to ten distinct areas of Financial Planning including: Investment Planning, Estate Planning, Income Tax Planning, Retirement Planning, Employee Stock Option Planning, College Education Planning, Cash Flow Planning, Insurance Planning, Wealth Transfer Planning, and Charitable Gift Planning.
Although our Financial Planning Services include investment analysis and recommendations, we do not provide any day-to-day portfolio management for our financial-planning-only clients. Day-to-day portfolio management is reserved for our Wealth Management clients. Our Financial Planning clients can then implement our no-load mutual fund recommendations with the brokerage firm of their choice.
Our Financial Planning clients can choose to retain us to compose either a Traditional Financial Plan or a Specialized Financial Plan. The Traditional Financial Plan will encompass up to all ten areas of financial planning as needed for your unique situation. A Specialized Financial Plan will focus on a single financial planning discipline such as Retirement Planning or Stock Option Planning. A Traditional Financial Plan has a first year fee of $4,500 whereas our Specialized Financial Plan has a first year fee of $2,500. The annual retainer for continued follow-up and annual reviews of your financial planning needs is $1,000 beginning in year two of our relationship. Clients are not obligated to pay this small annual retainer, but payment of the retainer is required for continued follow-up and annual reviews.
If you think our Financial Planning Services may be appropriate for you, feel free to contact us with your questions or to request a complimentary, no-obligation consultation.
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Hourly Consultative Services
In the event a client or prospective client cannot be served by either our Wealth Management Services or Financial Planning Services, we are available for consultations on an hourly basis, at the current rate of $225 per hour.
Any hourly engagements are designed to be short-term in nature, and are typically used to provide a "second option" of your current portfolio or a particular financial planning situation. Our hourly rate is also applied to any forensic financial analysis and/or expert witness work.
If you think our Hourly Consultative Services may be appropriate for you, feel free to contact us with your questions.
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