A Registered Investment Adviser, Licensed in Indiana
812.381.5881
contact@clintonburch.com
Financial Planning & Investment Advice
We offer comprehensive, specific, and as-needed financial and investment advice to individuals of all ages, backgrounds, and net worths.
We're fiduciaries, registered and licensed in Indiana. That means we're
committed to your best interest only.
We're also independent - free to give high-quality advice with no conflicts of interest. You know, the way it should be.
We can Help
Whether you just need to talk to someone about a specific question, or you need a complete financial overhaul and one-on-one assistance, we can help!
We offer two kinds of service:
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Comprehensive Financial Planning that considers all areas of your financial life, and
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Hourly, "Ad-Hoc" Planning for small projects, side-by-side help, or a second opinion.
Our Pricing is Simple
A comprehensive financial plan is $60 per month, $720 per year. Pay monthly or all at once.
For ad-hoc, hourly work, you pay $60 per hour.
Many financial planning and investment firms recieve commissions for recommending certain products, or charge based on the size of your assets. Not us.
Licensed and Registered Fiduciaries
Clinton Burch Financial Planning is a Registered Investment Adviser operating in Indiana.
Clinton Burch is a licensed Investment Adviser Representative.
That means we're bound by law to act as fiduciaries - making recommendations that are in your best interest only.
Contact us to schedule a free, no-obligation meeting to discuss your goals!
812.381.5881
contact@clintonburch.com
