Burton & Vosmeier Financial Advisory Group
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

We Believe

The foundation of our group is based on shared values of honesty, integrity and genuine concern for our clients.

We believe that our clients come first. We are driven by our clients' needs, not by our products. Our focus is on developing a broad and deep client relationship built on sound financial planning and asset allocation strategies.

We strive to provide the most appropriate financial advice and services to our clients and recognize how we succeed is as important as our overall success.

The Learning Center
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A Year Later, Opportunity Remains

Our Services Include

Our group provides financial assistance in the areas of asset management and financial planning. If you have any questions or would like to request more information on how we can help you please call us at 260-436-9219 or email us.

   Retirement Planning - Financial independence means many things to our clients.

   Investment Planning - Your investment choices must be made with understanding.  Read more...

   Tax Planning - Proper tax planning may help improve your wealth accumulation. Read more...

   Insurance Planning - It is important to us that our clients are protected. Read more...

   Estate Planning - Proper planning can help minimize confusion and protect your loved ones. Read more...

   Business Planning - Business owners have unique planning considerations. Read more...

Our Investment Advisory Process

Individual investments and the markets fluctuate over time, and as professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal.

This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time.

Each step involves interaction between our team, you and your family members if desired and outside professionals if needed.

Understand
We use a variety of tools including questionnaires and indepth conversations to understand your personal goals, current financial situation, investment experience and your tolerance for risk. In this step, we make you fully aware of our capabilities and provide educational support to assist in understanding the scope of services we offer to help you meet your objectives.

Design
Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement
In this step, we execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services; we then complete the necessary paperwork in a coordinated approach.

Manage
Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.

7030 Pointe Inverness Way
Suite 310
Fort Wayne, IN 46804
Phone: 260-436-9219
Fax: 260-459-3106
Toll-Free: 888-253-3664
Contact Us

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