Phillip C. Burnette
Phillip was born and raised in rural Franklin County, NC, and now lives in Henderson, NC. He is married to his wife Jean of 30 years, and they have two sons. Daniel, who graduated from NC State in 2017 with a Science Major, and their youngest son Joseph, who graduated from UNCW in 2020 with a Business Administration degree with a concentration in marketing. Phillip is the founder and President of The Burnette Financial Group, Inc., a highly professional employee benefits and financial planning firm founded in 1986. He is also a Registered Representative with Lincoln Investment Planning, LLC, a leading Broker/Dealer, celebrating over 50 years of delivering investment strategies.
Phillip is proud to be a part of a select group of professionals who have been awarded the Accredited Investment Fiduciary® AIF® Designation from the Center for Fiduciary Studies. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Only Accredited Investment Fiduciary® Designees have been certified specifically for their ability to follow a fiduciary process which includes creating and maintaining a comprehensive investment plan strategy that is used to manage a plan or portfolio, analyzing and optimizing asset allocation strategies, monitoring and reporting plan/portfolio performance, as well as many other fiduciary responsibilities. The training also includes a high concentration on retirement plans such as 401(k) and other retirement plans.
Phillip has been an active member of his community serving on committees in his church, as a past Chairman of the Board of Directors for the Henderson Vance County Chamber of Commerce, as well as other local charities. In his spare time he spends much of his time with his family and close friends, and enjoys fishing at the coast.
The Burnette Financial Group, Inc. has multiple strategic partners that include companies like Blue Cross Blue Shield of NC, Aetna, United Health, Guardian Life, Unum Life, Fidelity Investments, and many other highly respected firms.
The Burnette Financial Group, Inc.
P.O. Box 821
Henderson, NC 27536
Phone (252) 492-2409
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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