Broker Check

Products & Services

At Burleson Financial Strategies, Inc., we provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • REIT
  • Roth IRA
  • Simple IRA
  • Solo 401k Plans
  • Small Business Retirement Plans
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Unit Investment Trusts
  • Variable Annuity
  • 403B Plans for teachers
  • 529 College Savings Plans

Financial Planning

  • Full Comprehensive Financial Planning
  • Retirement Planning
  • Tax Plans
  • 401(k) Planning
  • College Planning
  •  Estate Planning
  • Small Business Planning
  • Money Purchasing Plans
  •  Profit Sharing Plans 


  • Disability Income Insurance
  • Life Insurance – Personal and Business
  • Long Term Care Insurance

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.