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 Employee Plans
Business Tax Strategies
Retirement Strategies
Retirement Income Assesment
Pension/Profit Sharing
401(k) Plans
SEP/Simple IRA
Individual IRA/ROTH
Selective Benefits
Fixed Annuities
Equity Indexed Annuities
Variable Annuities
Single Premium Annuities
Life Insurance
Investment Services
Investment Strategies
Risk Tolerance Evaluation
College Funding Programs
IRA Rollover Options
Pension Investment Services
Asset Allocation Strategies
Portfolio Advisory Services
Mutual Funds
Budgetary Analysis
Estate & Trust Planning
Needs Analysis
Distribution
Conservation & Tax Mitigation
Charitable Giving
Trust & Will Coordination
Jeff Burum, MBA, MA
Independent Investment Advisor Representative (IAR)
Please call or email for an appointment
(719) 596-3718
jeff.burum@leadersgroup.net
FINANCIAL PLANNING
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IRS Circular 230 Disclosure:
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) Avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.
PFP Disclosure:
Professional Financial Planning, Inc. Jeff Burum, Pres. MA,MBA
6799 Bismark Road, Suite E, Colorado Springs, CO 80922
Phone (719) 596-3718 - Fax (719) 596-3719
Securities and Investment Advisory Services offered though The Leaders Group, Inc. Securities Dealer, Member FINRA /SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleon, CO 80120 303-797-9080
Notice: Neither The Leaders Group, Inc. nor TLG Advisors, Inc. is affiliated with Professional Financial Planning Inc. (PFP, Inc.) or Jeff Burum CPA MBA LLC