We are passionate about empowering our clients to prosper with purpose. True financial independence allows all of us to dream big, take care of our families, our communities, and the next generation. At Burns, Toussaint & Associates, that is our mission.
Through thorough due diligence and a "trust but verify" mindset, we are dedicated to serving high net worth individuals and business owners. Our deep factfinding process is based on the Socratic Method to help clients dream bigger about their legacy. We then leverage a trusted team of advisors and the industry's preeminent technology to concisely deliver complex planning strategies.