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Burleson Financial Strategies, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Mission

Our mission is simple: help people make educated choices about their money so they can fulfill their dreams and aspirations.

Our Vision

To be viewed as a premier financial services firm that is respected, trusted and acknowledged for its innovative approach to the business. We strive to be a leader in the industry. We strive to inspire people to imagine and create more happiness in their own lives, and simultaneously, a better world for all.

Our Purpose

Our purpose is to enhance our clients’ financial independence. We assist our clients’ in making the right decisions at the right time and, more importantly, keep them from making the wrong decisions at the wrong time. We will accomplish this through providing necessary information, education, modification and ongoing monitoring.

Our Goal

Our primary goal is to provide a high level of service and support. We strive to develop long lasting relationships that go well beyond the business at hand.

The Investment Process

Before we begin developing your investment strategy, we take a comprehensive look at where you are today. We then assess your investment goals, available resources, required rate of return, and risk tolerance. This research allows us to create a custom-tailored financial plan to fit your specific needs. We then develop a blueprint that addresses your specific risk, versus return concerns. Once that blueprint is in place, we provide personalized investment advice to implement your plan.