“It’s not the ship so much as the skillful sailing that assures the prosperous voyage.”
– George William Curtis
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
- 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 offer securities services to clients who reside in Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Massachusetts, Maryland, Missouri, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. They are licensed to offer insurance and annuity products to residents in Connecticut, Florida, Georgia, Maryland, Pennsylvania, and Virginia.