Borns Financial Planning, Inc

About

A full-service investment and financial planning firm committed to helping people pursue their financial goals.

Story

We offer access to a wide range of financial products and services to individuals and business owners. In today's complex and ever changing financial marketplace, it's important to take a team approach to working towards financial independence.

It is our goal at Borns Financial Planning, Inc., to ensure that you receive the best service you've ever experienced when dealing with an investment office. We do not treat service as an attitude - it is a responsibility. We consider our clients to be the most important people in this office, in person, on the telephone or by mail.

Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Retirement Plans
* Self Directed IRA Plans
* Pension & Profit Sharing
* Qualified Plan Review
* IRAs
* 401(k) Plans
* 403(b) Plans
* SIMPLE & SEPs
* Rollovers

Fixed Income Products
* Municipal Bonds
* Unit Investment Trusts
* Government Securities
* Brokered CDs
* Corporate Bonds
* Fixed Annuities

Equity Investments
* Mutual Funds
* Common Stock
* Preferred Stock
* Variable Annuities

Insurance
* Life Insurance
* Variable Life
* Long-Term Care

Additional Services
* Investment Planning
* How to Save Money
* How to Reduce Taxes
* Education Funding
* Charitable Giving
* Estate Analysis

Impressum

Securities and financial planning services offered through LPL Financial, a registered investment advisor, member FINRA (www.finra.org), SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.michaelborns.com.

CFP® and CERTIFIED FINANCIAL PLANNER™ are marks owned by the Certified Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.