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THE BURCH FINANCIAL GROUP

Creating and Implementing your Personal and Business Financial Plan

ACTIVITY SCHEDULE

January

Annual Financial Review

New Years Goal Setting

Budgeting

Personal Financial Planning

February

Investment Goal Setting and

Planning

Personal and Business Investment
Review

Income Tax Preparation
(Individual and Business)

March

Retirement Goal Setting and
Planning

Personal and Business Retirement
Plan Review

Income Tax Preparation
(Individual and Business)

April

Income Tax Preparation
(Individual and Business)

Income Tax Deadline

Quarterly Review

May

            Insurance Goal Setting and
            Planning

Insurance Plan Review

Wealth Accumulation and
Transfer Planning

June

Financial Literacy Focus

Debt and Spending Review

Credit Review and Consultation

Children and Money

Call us today at (972) 841-1457

Company Profile

Financial Planning denotes the process of determining whether or how an Individual or Business can meet Life or Company goals through the proper management of Financial Resources. The Burch Financial Group (TBFG) is that Business that specializes in helping its clients formulate goals and achieve them. If you are not executing your financial plan, call us today at (972) 841-1457!

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Our Mission

Serve as our client's Chief Financial Officer (CFO) for financial planning, tax and accounting and business management opportunities.

Provide world class service and creative, practical solutions

Lead our client in making SMART money decisions. SMART money decisions are those that are:

           S - Smart
           M - Measurable
           A - Achievable
           R - Resource Driven
           T - Timebound

Our Firm

The Burch Financial Group was established in 1985 by Chuck Burch.

Offices are located in DeSoto, Texas and Dallas, Texas.

The firm features an experienced executive team and a comprehensive network of service providers that deliver “full service” financial solutions for Businesses and Individuals.

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