James F Burns, Jr & Lisa W Burns, Creative Financial Group

James F Burns, Jr & Lisa W Burns, Creative Financial Group Lisa and I help individuals, families, and business owners reach their immediate and long-term financial goals. Join our newsletter at www.jamesfburnsjr.com.

I began my career in financial services with CREATIVE Financial Group upon graduation from Penn State University in 1992 with a B.A. degree in Speech Communications. I am Series 6 and 63 Securities licensed and also hold my Life, Accident and Health Insurance license. My career has been dedicated to helping individuals, families, and business owners design and implement financial plans to meet the

ir needs. As a father and business owner I understand how important financial planning is for the well-being of my family and our financial future. I am also aware that every client’s situation is unique and having a dialogue surrounding the things that are most important to you and your loved ones is the best way to reach immediate and long term financial goals. My financial expertise includes:
* Estate planning
* Wealth management
* Retirement planning strategies
* Business succession
* College funding
* Long term care needs
* Life insurance & disability income insurance. Licensing information can be found at: https://www.jamesfburnsjr.com/licences

Originally from Ridley Park, PA I now live with my wife Lisa (my business development and client relations partner) and our four children — Lauren, Lexi, Jimmy & Joey — in Fort Washington, PA. I enjoy being an active member of Upper Dublin as a volunteer in the community and youth sports. I am proudly involved in the Variety Club Children’s Charities and the Greg Chess Memorial Golf Outing and Foundation. I am a die-hard Philadelphia and Penn State (Go Nittany Lions!) sports fan and love vacationing with my family at my favorite NJ shore point – Long Beach Island. I look forward to hearing from you and starting a conversation about your lifetime and legacy financial goals. Please feel free to reach out directly to me at [email protected] or 610-405-9049.

02/12/2025

The Trump administration promises sweeping changes to many areas of the government. Here's how some of the anticipated changes could impact taxes, inflation, and the economy in the year ahead.

If you have time off before the New Year, start checking things off your estate planning to-do list. Then let’s connect.
12/12/2024

If you have time off before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

This election season was volatile, emotional, confusing, unpredictable, and yet…also reliable, fair, and secure. And the...
11/27/2024

This election season was volatile, emotional, confusing, unpredictable, and yet…also reliable, fair, and secure. And the outcome was a representation of how Americans voted.

This election season was volatile, emotional, confusing, unpredictable, and yet … also reliable, fair, and secure. And the outcome was a representation of how Americans voted.

It’s easy to put off doing many things. But get them done, and your heirs will be thankful you did.
11/22/2024

It’s easy to put off doing many things. But get them done, and your heirs will be thankful you did.

It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.

11/11/2024

Taking steps to simplify your financial life now—before you head into retirement—might just be one of the best things you do for your future self.

The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These sca...
11/07/2024

The holiday season is a time of joy and generosity, but also a time when scammers prey on unsuspecting people. These scams can trick even the savviest individuals into giving away their personal or financial information. Reach out with any questions and let’s help protect our families.

https://blog.massmutual.com/retiring-investing/senior-scams-holiday.

Lisa White Burns

As the end of the year approaches, it might be a good time to take stock of your finances. Whether you’re contributing t...
10/29/2024

As the end of the year approaches, it might be a good time to take stock of your finances. Whether you’re contributing to your 401(k) or selling investments, what you do now could help you save money in the future.

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We help individuals, families, and business owners reach their financial goals by addressing their unique needs and designing solutions around those specific priorities.

Visit us online at www.jamesfburnsjr.com

Reach us directly at [email protected] or [email protected].

Lisa White Burns

As the end of the year approaches, it might be a good time to take stock of your finances. Whether you’re contributing to your 401 (k) or selling investments, what you do now could help you save money in the future.

Thrilled to have been a part of Souderton Area High School’s Career Expo along with so many other speakers! Their Pathw...
10/17/2024

Thrilled to have been a part of Souderton Area High School’s Career Expo along with so many other speakers! Their Pathway 360° Program is an incredible opportunity for students to get exposure to numerous career options post high school and have the conversation about what that may look like for them.

Thank you Michelle Ruch and Mike Darcy for all that you do to make this program possible! My hope is that other school districts take note and bring the same forward-thinking program to their students.

Lisa White Burns Art by Erin Reilly Stein

10/15/2024

Will your business be enough to fund your retirement? Let’s talk about how to grow, diversify, and protect your retirement income — today and tomorrow.

The market’s turbulence can be painful to watch, especially if your nest egg is invested heavily in stocks. But such vol...
10/08/2024

The market’s turbulence can be painful to watch, especially if your nest egg is invested heavily in stocks. But such volatility is nothing new. It helps to put the latest market swings in perspective and to take a long-term view. Read on…

The market's recent turbulence can be painful to watch, especially if your nest egg is invested heavily in stocks. But such volatility is nothing new. It helps to put the latest market swings in perspective and to take a long-term view.

Estate planning is not for you, it’s for those you love the most. The biggest mistake people make with their planning is...
10/04/2024

Estate planning is not for you, it’s for those you love the most. The biggest mistake people make with their planning is not having a plan at all. So, start with a will and build your plan from there.

I can help. Message me for our “Will Checklist” – an easy-to-use tool that can help you organize your thoughts and priorities. It prompts you to think about key decisions and details that need to be included in your will.

Lisa White Burns

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