PROFESSIONAL FINANCIAL PLANNING INC.
Personal Financial Services
Financial Profiles
Income Analysis
Income Replacement-Disability
Benefit Coordination
Life Insurance
Long Term Care Insurance
Business Strategies
Business Continuation
Key Personal Insurance
Business Tax Strategies
Retirement Strategies
Retirement Income Assesment
Pension/Profit Sharing
401(k) Plans
Simple IRA's
IRA's
Selective Benefits
Fixed Annuities
Equity Indexed Annuities
Variable Annuities
Single Premium Annuities
Limited Partnerships
Municipal Bonds
Colorado Springs, CO 80922 Monument, CO 80132
Phone (719) 596-3718 (719) 488-5637 Phone
Fax (719) 596-3719 (719) 488-5651 Fax
Investment Services
Investment Strategies
Risk Tolerance Evaluation
Brokerage
College Funding Programs
IRA Rollover Options
Pension Investment Services
Asset Allocation Strategies
Portfolio Advisory Services
Mutual Funds
Unit Investment Trust
Budgetary Analysis
Estate & Trust Planning
Needs Analysis
Distribution
Conservation & Tax Abatement
Charitable Giving
Trust & Will Coordination
Jeff Burum, MBA, MA
Independent Investment Advisor
SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH THE LEADERS GROUP, INC.
MEMBER FINRA/SIPC
TLG ADVISORS, INC. REGISTERED REPRESENTATIVE ADVISOR
26 W. DRY CREEK CIRCLE, SUITE 757
LITTLETON, CO 80120
(303) 797-9080
FINANCIAL PLANNING
Click Here
to view our list of companies that we do business with
November 11th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on November 11th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
November 4th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/04/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
November 2nd ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 11/02/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 16th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/16/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 14th ~ 1:00-4:00
Jeff Burum and Dustin Mueller of Jeff Burum, CPA, MBA LLC will be hosting a QuickBooks Training Seminar on 09/14/10. So all of you small business owners out there who run there own books, make room in your calendar, you won't want to miss this one.
September 9th ~ 6:30-8:30
Jeff Burum and Michael Strong of Jackson National Life Insurance Company will be hosting this financial planning seminar, entitled: "Where Do We Go From Here?" on September 9th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
July 13th ~ 6:30-8:30
Jeff Burum of Jeff Burum CPA, MBA LLC & Professional Financial Planning, Inc. and Mitch Hersch & Michelle O'Haren of Pacific Life Insurance Company will be hosting this estate planning seminar, entitled: "Leaving a Legacy" on June 13th from 6:30-8:30pm in Monument, CO. With the financial turmoil over the past two years it has never been more important to educate yourself on how to properly plan for your financial future. RSVP today!
UPCOMING EVENTS
