John R. Burch, CFP®, CKA®
Principled Financial Planning for Life Impact
We help mid to late career individuals, retirees and small business owners plan for successful life, work and asset transitions.
Many people are successful experts in their field yet feel out of their element when it comes to financial planning, investment management and succession planning. If that is you, we would love to help you plan for life’s challenging transitions.
CALL 205.790.6920
What We Offer:
You wouldn't have gotten where you are without being able to do 2 things well: ask good questions and use the answers to further your growth. At EverSource, we think this a crucial part of building the right plan for you. We get to know you well enough to help you articulate your goals, understand feasible and reasonable options, align your values with your financial goals and direct energy in the right places.
Investment Planning and Management for individuals and small businesses.
Charitable Gifting Strategies to maximize impact and manage tax effects.
Trust and Special Needs Planning for unique family situations
Small Business Owner Planning.
How The Process Works
1 | DISCOVER
Discovery of technical and non-technical aspects of your planning to include what you value most in life.
2 | DESIGN
Create a written plan and partner with you to execute the strategies you adopt.
3 | DELIVER
Maintain a relationship of accessibility and accountability to achieve your defined outcomes.
CALL 205.790.6920
How We Get Paid
Understanding how your advisor gets paid is important. As fiduciary advisors who charge a fee for investment management, we work with clients in two ways. The most common is to base our fee as a percentage of the assets under our direct management and supervision. The other method is a negotiated flat fee that is generally paid exclusive of the amount of assets we manage. With either arrangement, we act in a fiduciary capacity, which means that we always act in the best interest of our clients, regardless of the services we provide.
For more information:
CALL 205.790.6920
About John R. Burch, CFP®, CKA®
I joined EverSource Wealth Advisors in April 2019. Prior to joining EverSource, I served as an investment advisor representative and financial planner with several other leading investment and financial planning firms including Camelot Advisors, LLC, AIG Retirement Advisors, Inc. and Next Financial Group, Inc.
As an EverSource Wealth Advisor, I want to help you plan for significance. I serve clients from a multi-dimensional perspective, bringing valuable past experience in multiple fields such as property and casualty insurance, real estate appraisal, and commercial and retail banking.
The greatest training I received to help my clients think with a long-term perspective was my undergraduate work and early career in forest management, where I learned:
“Valuable forests don’t grow overnight, nor without the proper attention to detail and neither do successful and significant wealth strategies and impactful lives. It takes time, diligence and faith to reach the desired outcomes for both of these endeavors”.
CALL 205.790.6920