Benefit Planning Inc.
Winston Salem, NC

Mark Burns
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Contact Information
Company: Benefit Planning Inc. Contact: Mark Burns, CPA, Certified Financial Planner™ City: Winston Salem State: NC Phone: 336-978-3702 Fax: 336-608-4029 Email: mburns@triad.rr.com Website: www.benefit-planning.com
About My Practice
I help Federal Employees understand their benefits and provide guidance for integration into their personal financial plan. Common topics include:
Retirement Eligibility Retirement Options Pension Estimates Spousal Pension Calculations Military Buy-Back Decisions Military Catch 62 Penalties CSRS Offset Rules FERS Transfer Rules Sick Leave Usage Windfall Elimination Rules Government Pension Offsets Special Retirement Provisions FERS Supplements FEGLI Options and Costs FEGLI Retirement Options TSP Answers TSP Rollover Options TSP Distribution Rules TSP Matching TSP Investment Options Deposits Re-deposits
As a Registered Representative with Series 7 and 66 registrations in addition to Life, Health and Long Term Care licenses, I can provide assistance with investments, life and long-term care insurance, short-term disability insurance via allotment, as well as fee-based asset management and fee-based financial planning.
Extensive Federal Benefit training classes are available and free 2 hour courses are offered to agencies on a limited basis. Securities offered through Resource Horizons Group, L.L.C. Member FINRA, SIPC Advisory services offered through Resource Horizons Investment Advisory Inc. 1350 Church Street Ext. NE, 3rd Floor Marietta, GA 30060 770-319-1970
Offering Advice Since
1999
Areas of Specialty
Comprehensive financial planning Retirement planning Investment planning and asset management Estate planning Insurance Budgeting and cash management Long-term and elder care Agency benefit training classes
Licenses, Certifications, Education, and Affiliations
Designations: CPA, Certified Financial Planner™ Insurance Licenses: Life, Health, Long Term Care Licenses Security Licenses:: Series 7, Series 66 Investment Advisor Registration: Resource Horizons Investment Advisory Education: BBA - Accounting Associations & Affiliations: American Institute of CPA's
My Association with the Office or Firm
Independent Contractor
My Broker / Dealer Affiliation
Resource Horizons Group, L.L.C.
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