Mark Burns

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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