Dwayne Burnell, MBA

Wealth Strategist. Fiduciary & Investment Advisor Representative

Freedom. Flexibility. Control.

They’re what we all want—in our lives, in our work, and especially in our families’ future.

I’ve devoted my professional career to helping people anticipate, understand, and manage life’s surprises and risks, and build a solid foundation that can weather them; and I can help you, too. In this uncertain world, there are some things that shouldn’t be uncertain at all. Your financial security is one of them.

There’s no obligation or commitment when you schedule your consultation, of course; and I’m sure you’ll be glad we talked. Most of my clients are surprised at how much they learn just from that first phone conversation—it’s one surprise they actually enjoy. So I look forward to hearing from you.

I’ve also written two very popular books on financial security. They explain the basics in clear, layman’s language that anybody can understand. In fact, people tell me all the time they wish I’d written them ten years ago, or even twenty (what author doesn’t love to hear that?).

Of course, reading a book about something is just a starting point. Knowing what to do is one thing; actually doing it is another. Time and again I hear a client say, “I’m not sure what I should do next.” That’s when I always ask, “What do you want?” The answer is always the same: freedom, flexibility, and control.

So let’s get started—there’s no time to lose!

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