Our Process

Without a goal and a plan, it is difficult to achieve your objective. This is why a process is so important. At Burk, Hall, & Co. we start by getting to know our clients. We ask in-depth questions to discover their needs, goals, time horizon, and risk tolerance. It is through this thorough process, we are able to understand our client’s financial history, current financial structure, and future financial objectives. 

Once we have a complete picture of our client, we develop a customized plan based on their unique set of objectives. Through straightforward communication of these ideas, we ensure that our clients understand all aspects of our plan and their options. Once we know where we are going and how we are getting there we begin our journey together, using this customized plan as our guide. Implementing our plan through an investment model that best fits our needs and goals allows us to walk through our financial journey with confidence.  

Unlike other investment plans, we don’t just set it and forget it. Through timely scheduled reviews, we are able to adjust course as the landscape on our journey changes. It is this collaborative approach that we hope gives our clients confidence that wherever life takes them they have a guide to help navigate through the journey. 

We look forward to being a guide for you on your financial journey, customizing a plan that will bring you confidence.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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