R Michael Burton, CFP®, CEPA®, is a Financial Consultant and an Investment Advisor Representative with Concourse Financial Group Securities, and has served with Everence® since 2001. Michael is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Exit Planning Advisor™.
Michael is committed to helping clients align their finances with their mission, purpose, and values. He works with them so they can experience increased confidence in their financial future, empowering them to give to the people, causes, and organizations important to them.
Michael’s clients come from all walks of life while sharing several key characteristics. They tend to be generous givers, diligent savers, and prudent spenders who value working closely with a trusted decision-making partner. These often include:
- Business owners and entrepreneurs with unique cash flow, retirement, or succession planning needs who wish to grow their business, and reduce, defer, or eliminate capital gains taxes when they sell.
- Business owners and entrepreneurs looking for guidance in preparing their business to be “transition ready” so they can successfully transition on their own terms and timing into their purpose-driven next chapter.
- Families valuing multi-generational gifting and wealth strategies, including passing along core values, family traditions, family unity, philanthropic and charitable goals, beneficiary preparedness, and the wisdom gathered over a lifetime of experience.
- Late career professionals desiring to balance risk and growth potential in their investments and savings.
- Retirees looking to leave what they want, to whom they want, when they want, while minimizing taxes and maximizing control.
- Earlier- and mid-career professionals and entrepreneurs looking to get on the right path for their financial future with access to ongoing, customized financial advice.
- Individuals 5 to 10 years on either side of retirement who realize they “need to get serious” about their financial goals.
- Those looking for advice on what they can do now to accomplish their financial priorities.
- Investors seeking professional financial and investment advice with the option to align their personal and financial priorities with their values and convictions.
Michael is a fourth-generation Alaskan. He is married and has three teenaged children, serving his nationwide clientele from his home in beautiful Soldotna, Alaska. He and his family enjoy participating in their local community, ranging from community theater, to church, to other various boards and nonprofits. When not working, Michael enjoys spending time with his family, umpiring Little League baseball, as well as canoeing, camping, fishing, and otherwise exploring the back country of his beloved native Alaska.
