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.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  When you link to any of these websites provided here, you are leaving this site.   We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.