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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Burns Financial Solutions

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Arcadia, OH
Burns Financial Solutions

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Marlene Burns- Financial Advisor, CRC
L Ray Burns- Financial Advisor, SERIES 66 & 7, and Life Ins.

Jacquelyn Burns- Financial Advisor, Health & Life Ins., and SERIES 66 & 7 Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers | Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC www.lincolninvestment.com Burns Financial Solutions and the above firms are independent and non-affiliated.

10/27/2026

🍁 The end of the year will be here before we know it!
Fall is a good time to start gathering your financial documents and thinking about any year-end tax planning opportunities.
Whether it’s converting portions of your IRA to a Roth IRA, charitable giving, or other financial decisions.
Now is the time to be looking at these scenarios if they apply to you and meeting with your Financial Advisor to do this! Give us a call at 419-894-0001 to set up your appointment!

10/06/2026

In need of Health Insurance for the new year? Don’t miss out on the Annual Enrollment Period for your chance to sign up! Give the office a call at 419-894-0001 to schedule a phone call or appointment with Jacque Cook, a licensed agent!

09/29/2026

🍁 The end of the year will be here before we know it!
Fall is a good time to start gathering your financial documents and thinking about any year-end tax planning opportunities.
Whether it’s converting portions of your IRA to a Roth IRA, charitable giving, or other financial decisions.

Now is the time to be looking at these scenarios if they apply to you and meeting with your Financial Advisor to do this! Give us a call at 419-894-0001 to set up your appointment!

09/23/2026

Give us a call at 419-894-0001to schedule your Medicare review with Jacquelyn Cook, LOCAL licensed agent today! The annual enrollment period for Medicare starts October 15th and ends December 7th

09/18/2026

📅 Many people ask: "When can I retire?"
A better question may be: "Can my income support the retirement lifestyle I want?"

The answer often depends on:
✔️ Expected expenses
✔️ Social Security timing
✔️ Healthcare costs
✔️ Retirement savings
✔️ Tax planning

Give us a call at 419-894-0001 to schedule an appointment to help you look at your overall financial picture!

09/15/2026

📈 Retirement Tip Tuesday
Many people focus on how much they've saved for retirement, but just as important is having a plan for how you'll withdraw that money.
Questions to consider:
✅ Which accounts should you withdraw from first?
✅ How can you reduce taxes in retirement?
✅ When should you start Social Security?
A retirement strategy can make a big difference in how long your savings last.
📞 419-894-0001

09/10/2026

🏈 Football & Finances 💰
Every play matters. Same with finances in your lifetime, every financial decision matters!
As football and school season kicks off, we're wishing all players, coaches, students, families, and fans a great season. Good luck to our local teams!
— Burns Financial Solutions

09/08/2026

📚 Back to School, Back to Budgeting 💰
As a new school year begins, many families are preparing for changing schedules and expenses. Taking time to review your budget can be a helpful way to stay organized throughout the busy months ahead.
Wishing all students, teachers, and families in our community a safe, successful, and enjoyable school year!
— Burns Financial Solutions

09/07/2026

Address

100 E. Fremont Street
Arcadia, OH
44804

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14198940001

Website

http://burnsfinancialsolutions.com/, https://medicareinsurancedirect7.destinationrx.com/PC/Agent/u/amFjcXVlYnVybnMwQGdtY

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