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What makes us
Unique
Competitive
Position
Positioned as a firm with a focus
on Planning, TBFG fits as a one stop shop to serve
individuals to maximize their Financial Resources.
TBFG serves a Personal planning base that ranges
from Students to Corporate Executives. TBFG serves
potential entrepreneurs by encouraging them to start
businesses. For Business owners, TBFG serves as a
Financial Advisor to the senior level management
team. For businesses TBFG serves as a consultant for
Financial Planning projects.
Nature of
Business
The business consists of a
partnership of Charles Burch CPA, CFP,
Jennifer Burch MBA, and numerous other professionals
in the fields of Accounting, Tax, Corporate Finance,
Personal Financial Planning, Insurance, Investments,
Retirement Planning, Estate Planning, Small Business
Development, and Training. The company provides
these services to both businesses and individuals.
The Burch Financial Group – If you are not
executing your Financial Plan call us today at 972
841-1457
Chuck Burch, Jr., CPA, CFP, Registered
Representative
Securities offered through Waddell & Reed Financial
Services®
Member: SIPC, 6300 Lamar Avenue, Shawnee Mission, KS
66202
This is not a CPA Firm, CPA Services offered through
the registered firm of Chuck Burch, CPA, CFP
E-mail:
chuck@theburchfinancialgroup.com
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