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Brad Burcham, Continuum Planning Partners

Clients who own a business or run a practice have unique issues that need addressed by a professional. I am a business owner myself, so face many of the issues they do. This makes it easy to plan for them because I understand their struggles.

I have seen firsthand the difference in planning and a lack of planning, which can dramatically affect your life. The ability to have a lasting impact on multiple generations for clients and their families is the most rewarding part of what I do every day. I am able to see an opportunity to help people and watch as their dreams become reality.

When clients first come to me, they typically have issues with determining who could run the business if they are no longer able, feel they are paying too much in taxes, or are just an accident or illness away from the business failing altogether. However, through comprehensive financial planning, I believe my clients feel confident that the decisions they make are pointing them towards meeting their goals.

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