DAVID BURT FINANCIAL SOLUTIONS is a full service independent insurance and financial services agency. We represent and have access to over 50 major insurance companies providing medicare supplements; medicare advantage plans; medicare part D; term life insurance; index universal life; whole life; long term care; fixed and index annuities; burial and final expense and many other types of insurance policies. We get to know you to determine your needs and desires and then match you up with the best company for your situation. We do the “shopping” for you so you get the very best insurance at the lowest possible price. Life is complicated enough and it is our goal to simplify choosing the most suitable insurance and financial services for you and your family. We will educate you first and then provide options and choices so that you make the very best decision. Let us walk with you on your journey as you navigate this thing called life. We would count it an honor. The RED flame in our logo is a symbol of our desire to serve our clients and our community through education, coaching and mentoring.
OUR SERVICE GUARANTEE
We guarantee that we will take the necessary time to get to know you and your financial needs BEFORE making any type of recommendations. You are unique and the solution to your particular needs should be as well. NO COOKIE CUTTER plans are available when you choose to trust David Burt Financial Solutions with your insurance and financial planning needs. We will treat you with respect just like we would treat our own parents if we were making suggestions to them. Our goal is to develop a long term relationship with each of our families through mutual trust and respect.