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Our Experience : Burleson Wealth Advisors
http://www.burlesonwealth.com/our-expertise
The Lifestyle Wealth Plan. The Balanced Investment Strategy. The Arky and Miller Financial Group is an independent fee-based financial services firm dedicated to helping faculty and staff at UNC, Duke and ECU. With over 50 years of combined experience, our team is focused on providing comprehensive, wealth management solutions to employees of North Carolina Higher Education Institutions. Here is a summary of some of our Personalized Investment Services:. Insurance and Risk Management.
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Wealth Box : Burleson Wealth Advisors
http://www.burlesonwealth.com/wealth-box
The Lifestyle Wealth Plan. The Balanced Investment Strategy. Organizing your finances into one central location is now possible. Our Wealth Box can help you reach your financial goals. Logging into the Wealth Box. Provides transparency to all the assets you connect to it. You even see assets that we don’t. It provides a global view of your financial picture and a secure virtual vault that you control. We like it. We believe it will help you reach your financial goals. What Should I Put in the Vault.
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Tax Publications : Burleson Wealth Advisors
http://www.burlesonwealth.com/Library/Taxes/Tax-Publications
The Lifestyle Wealth Plan. The Balanced Investment Strategy. Below is a list of IRS tax publications you may view, print or save to your hard drive. You can use Ctrl F or Cmd F on your keyboard to search by code or title. PO Box 20368, 620-C Red Banks Rd. Securities offered through Cambridge Investment Research, a Broker/Dealer, member FINRA.
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Our Team : Burleson Wealth Advisors
http://www.burlesonwealth.com/team
The Lifestyle Wealth Plan. The Balanced Investment Strategy. Throughout his career, Rob has been guided by his faith and a desire to form significant and lasting relationships. Rob seeks to find purpose and value in all that he does, and he has a genuine desire to help others do the same. George Arky, CFP. Managing Partner, AMFG. George holds a BA in economics from Duke University. He is a member of the East Chapel Hill Rotary, and he serves or advises for three local non-profit boards (see links bel...
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Tax Calendar : Burleson Wealth Advisors
http://www.burlesonwealth.com/Library/Taxes/Tax-Calendar
The Lifestyle Wealth Plan. The Balanced Investment Strategy. If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. 4 - Time to Call For Your Tax Appointment. January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. 11 - Report Tips to Employer. 15 - Employer’s Monthly Deposit Due. Paymen...
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Tax Organizer : Burleson Wealth Advisors
http://www.burlesonwealth.com/Library/Taxes/Tax-Organizer
The Lifestyle Wealth Plan. The Balanced Investment Strategy. Tax Deduction Finder and Problem Solver. Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return. Required For All Returns. Dependents, Interest and Dividend Income and Stock Sales. Rental and Business Income.
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Who We Are : Burleson Wealth Advisors
http://www.burlesonwealth.com/who-we-are
The Lifestyle Wealth Plan. The Balanced Investment Strategy. Burleson Wealth Advisors is an independent wealth and financial services practice located in Greenville, North Carolina. We are a division of the Arky and Miller Financial Group. The focus of our practice is to help high net worth individuals plan for their retirement, primarily working with individuals in the medical and higher education fields. PO Box 20368, 620-C Red Banks Rd.
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ECU Links : Burleson Wealth Advisors
http://www.burlesonwealth.com/ecu-links
The Lifestyle Wealth Plan. The Balanced Investment Strategy. 403(b) Salary Reduction Agreement. ORP Vendor Change Form. PO Box 20368, 620-C Red Banks Rd. Securities offered through Cambridge Investment Research, a Broker/Dealer, member FINRA.
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Purpose Driven Process : Burleson Wealth Advisors
http://www.burlesonwealth.com/purpose-driven-process
The Lifestyle Wealth Plan. The Balanced Investment Strategy. What issues are important to you? We pose meaningful and proactive questions on a quarterly basis, in order to uncover important issues and Provide appropriate solutions proactively. PO Box 20368, 620-C Red Banks Rd. Securities offered through Cambridge Investment Research, a Broker/Dealer, member FINRA.
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