Farrallon Islands Great White Shark Dive - November 2007
I am a fee-only, comprehensive wealth manager at Burkett Financial Services, LLC (www.burkettfs.com) in West Columbia, SC. As a fee-only advisor. I do not sell any products or accept any form of compensation other than what is billed to and paid by my clients. This allows me to maintain a fiduciary relationship with my clients where their interests are put ahead of mine or the firm.
I advise clients on various personal financial planning issues including distribution, retirement, income tax, insurance, education, investment and estate tax. I am a national instructor on financial planning and individual tax for Keir Educational Resources’ CFP® review, Surgent McCoy CPE LLC, the AICPA and various colleges and universities.