About Us
Our History, Services and Philosophy
The Burnette Financial Group, Inc., was originally founded as Burnette Insurance Services in 1986. Since then, the firm has grown to become a professional provider of Employee Benefits and Financial Planning services. A firm large enough to provide services to any client type regardless of size, while still retaining a more boutique-style service which is often missing in today’s modern technology driven environment.
The advisors at Burnette Financial Group, Inc., provide core employee benefits such as group health, dental, disability, vision, and retirement plans to private sector companies, government agencies, non-profit groups, and hundreds of individuals’ clients. Our clients include both large and small to mid-size groups as well as self-insured plans. Integrating Flexible Spending Accounts and Health Care Reimbursement Accounts can allow our clients greater opportunities to control the cost of offering benefit plans. We can provide our clients with Payroll Services, Human Resources, tracking ACA and DOL reporting and filing 1094 and 1095, FMLA, COBRA, or any number of other benefit related issues. The Burnette Financial Group, Inc., brings a “Best of the Best” approach to providing creative solutions for varying client needs while providing real value and personal service.
Individual Clients benefit greatly from our “Best of the Best” approach to helping people reach their goals of retirement planning and creating lasting legacies for their families. Individuals coming to us who may have been with large nationally recognized firms often find our fee structure competitive while providing a much more robust line up of options available to help solve their financial planning needs. Life insurance needs, disability plans, Long Term Care options, and investment and retirement planning, are all integrated parts of the planning process our advisors provide. Without the constraints of having to offer only Proprietary insurance company solutions to our clients, our true independence assures clients that we are truly working to help them without undue concerns about conflicts of interest.
Technology Tools and Outsourcing Services
Technology continues to play an ever increasing role in what we all do and it can be a great tool to streamline some of the activities of our business and personal life.
From online enrollment benefit platforms for both the employer and their employees, all the way through to online HR Solutions, to payroll services, online access for employees to view their 401(k) accounts and make changes, and many more. We bring technology tools that will help with your processes and save time without the redundancies, however; no technology will ever replace the personal service our clients need, and have come to expect from us.
The Burnette Financial Group, Inc.
P.O. Box 821
Henderson, NC 27536
Phone (252) 492-2409
e-mail phillip@burnettefinancial.com
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com, The Burnette Financial Group, Inc. at 230 Hillandale Drive, Henderson, NC 27537 and the above firms are independent, and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
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