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Allburn Financial Consulting
Contact Us

By Phone
757-258-2808
866-877-2808

By Mail
469 McLaws Circle
Williamsburg, Virginia 23185

By E-Mail
sallburn@investdavenport.com

Welcome to Allburn Financial Consulting

Exploring a New World of Opportunities...

Allburn Financial Consulting of Davenport & Company LLC is a professional financial group grounded by the principles of providing sound investment advice and exceptional service to our clients.

The role of Allburn Financial Consulting is to provide stewardship and oversight in helping you pursue your financial and life goals.

We take a comprehensive approach in addressing wealth management issues. This discipline is highly personalized and exceptionally flexible. It involves discussions based on proven investment principles and strategies.

The process begins when Allburn Financial Consulting reviews your entire financial picture— including areas you may not have thought about. A comprehensive checklist—including a retirement planner and risk analyzer—is used to discover where you are and where you want to go. You will be guided through a discussion, which may include family members and other professional advisors such as CPAs and attorneys, of the following wealth management issues:

  • Your current investments
  • Existing insurance coverage and gaps
  • Liabilities
  • Qualified retirement plans and IRAs
  • College education funding for children and grandchildren
  • Stock Options
  • Business succession plans, if appropriate
  • Durable power of attorney issues
  • Gifting to children, grandchildren, and others
  • Charitable giving during life
  • Titling of your assets
  • Executor/trustee appointments
  • Distribution of your wealth according to your wishes
  • Charitable inclinations as part of your legacy

Allburn Financial Consulting is registered with the Financial Industry Regulatory Authority to serve clients who reside in Alabama, California, Connecticut, Washington DC, Florida, Georgia, Illinois, Kentucky, Massachusetts, Maryland, Missouri, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. They are licensed to serve residents in Connecticut, Florida, Georgia, Maryland, Pennsylvania, and Virginia with insurance and annuity products.