Wesley Tyrone Burns, CFP®, CLU®
Wealth Management Advisor


Burns, Toussaint & Associates

Much like a CFO, our unique approach to financial planning survey’s the entirety of your financial landscape. We gain a deep understanding of your specific needs, analyzing issues like your balance sheet, short term and long term capital needs, as well as addressing what risk exposures you have, to create a comprehensive financial plan tailored to your family.

Our Comprehensive Approach

We use a unique approach to planning for you future. Both time-tested, and time-intensive, we break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

I break the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

  • Discovery: Identify and think about the problem
    The first phase begins by thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your goals and planning gaps are identified.
  • Creative Solutions: Think about the solution
    The second phase is the Creative Solutions phase where you think clearly about the solutions and make decisions regarding closing the planning gaps.
  • Strategy Deployment: Implement the solution
    The third phase is the Strategy Deployment phase where you implement the solution and help achieve your desired results.
  • Results Management: Manage the results
    The final phase is the Results Management phase where we establish a plan to manage and implement the results. This assures you have confidence your plan will work over time.

We look forward to working with you.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck