Jim Burns

Partner & CIO at OnTrack Wealth Management - Canton, MI, US

Jim Burns's Colleagues at OnTrack Wealth Management
Jeremy Whiddon

Partner & CMO

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Jim Burns's Contact Details
Email (Verified)
***@ontrackplans.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Canton,Michigan,United States
Company
OnTrack Wealth Management
Jim Burns's Company Details
OnTrack Wealth Management logo, OnTrack Wealth Management contact details

OnTrack Wealth Management

Canton, MI, US • 5 - 9 Employees
Financial Services

We are financial planners for individuals and families, executives, and small businesses. We provide growth strategies for wealth, tax planning/returns, alignment of myriad assets/accounts, retirement, estate planning, and charitable endeavors. We are a Registered Investment Advisor with the SEC. We are Fee-Only - which means we do not sell commissionable products or charge hidden fees of any sort. We are Fiduciaries who have an obligation to work in the best interests of our clients, first and foremost.We provide the following financial services:Investment advicePortfolio construction for stocks, bonds, mutual funds, ETFs and moreRetirement planning401k reviewsTraditional and Roth IRA set upsAccount rollovers from Employee Sponsored benefit and contribution plansTax efficient investingTax returns Trust reviews and planningCash flow analysisBalance sheet analysisInsurance advice

Financial Services
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Frequently Asked Questions about Jim Burns
Jim Burns currently works for OnTrack Wealth Management.
Jim Burns's role at OnTrack Wealth Management is Partner & CIO.
Jim Burns's email address is ***@ontrackplans.com. To view Jim Burns's full email address, please signup to ConnectPlex.
Jim Burns works in the Financial Services industry.
Jim Burns's colleagues at OnTrack Wealth Management are Jeremy Whiddon and others.
Jim Burns's phone number is N/A
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