Broker Check
Nadine Burns, MBA, CFP®

Nadine Burns, MBA, CFP®

President/CEO

Life happens. You need a financial professional who has not only knowledge, but the experience to get you through whatever your life throws at you.

Nadine Burns is a CERTIFIED FINANCIAL PLANNERTM Professional who has seen a lot over her 30 years in business – personally financing the college education of two children, divorce and remarriage, death of a spouse, aging parents and healthcare, second homes and business planning. She is a University of Michigan graduate, holds a Master’s in Business (MBA.)

Nadine is a holistic investment professional who looks at your entire financial picture, where you are currently, and works with you on a road map to help achieve your goals and dreams. She deals often with people in transition—retirement, relationship changes, loss of a family member, divorce, employment changes as well as those looking for sound advice.

Although she works with a wide variety of clients, Nadine has a special place for “Smart Women,” or those women who want to know more about their financial well-being. Women tend to have several balls in the air at once and appreciate someone who is looking into their full financial life, placing them first in priority and making sure that all financial bases are covered.

LICENSES & REGISTRATIONS

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional
  • FINRA Series 66 - FINRA Series - FINRA Series 7
  • Michigan Life Insurance, Health & Annuity
  • Wisconsin – Non-Resident Life and Annuity License

Nadine is an independent financial planner and puts her clients' best interest first. She is active in her profession and sits on the Executive Board of the Financial Planning Association for the State of Michigan.  Nadine also belongs to the Financial and Estate Planning Association of Metro Detroit, helping to ensure she has the most current knowledge in family, business and estate planning.

Personally, Nadine is married to Ron. They live in South Lyon where they are empty nesters with two grown children; David, a Western Michigan Business graduate working in Wisconsin at Mercury Marine, and Alexandra, a graduate of Michigan State College of Law (formerly the Detroit College of Law) pursuing a career in Business Law. They all enjoy family time up north, at their cabin on a small lake in Barton City, Michigan.

Feel free to contact Nadine’s office to set up a free half-hour consultation to start you on your path to a clearer and understandable financial direction.