THE BURCH FINANCIAL GROUP



 

Creating and Implementing your Personal and Business Financial Plan



 

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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