Coaching & Planning coast to coast
Dennis Burbank
Financial Advisor
Working nationwide with coaches, sports marketers and business owners on investments & insurance - because that's who we are. Coach. Business Owner.
Iron Sharpens Iron - Surround yourself with talent and a really deep bench
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Most people, "have some...or have someone..." without knowing what some or someone is worth or what that provides. Few people have fair expectations of their Advisor's team and capabilities.
Our game plan as your advisor rest on three primary principals:
- Time & Energy Savings
Can you be your own planner? Perhaps. Say you’ll spend 2-3 hours a week managing your plan x 50-weeks year = 150-hours annually. What’s that worth? Focus on what you do best and what you love the most. Let a team of professionals help you handle your planning and investment strategies. - Behavior Management
Studies show humans are emotional and irrational. By having a plan in place, we help take the emotionally charged reactions out of financial planning, helping prevent rash decisions made in the moment, and focus on your long term goals. - Comprehensive Planning
Comprehensive planning is multifaceted – solving risk based needs first; developing a written plan for both accumulation and distribution; planning for sequence of returns and tax mitigation; a thorough look at the (6) six risks we all face in retirement – we solve for all six!
How fast can you see Dennis Burbank?
Since Dennis has his private pilot's license and his own plane, he travels coast to coast for his clients. He understands that schedules change at a moment's notice, and he needs to be there.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Our Team Is Solid and Has a Deep Bench
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
The Starters
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Erik Ross Gomez
Wealth Management Advisor
Erik Gomez has been with NM for 16 years after attending CSULB, graduating with degrees in Business Management and Business Finance. He has qualified for Lives Leader Summit 6 times, achieved Forum 5 times, and has been Rep of the Year in 2017 and 2018 for his office. When he is not engaging with his clients, coaching, or leading his team, he can be found enjoying the SoCal sun with his family.
Suneel Garg
MBA, CLU®
Partner
I work with an experienced team of insurance and investment professionals. Our team is here to help our clients achieve their dreams financially. We work hard to build strategies and plans focused on protecting your wealth and thinking about today as well as tomorrow for you.
Kevin Dwyer
CFP®, CLU®
Wealth Management Advisor
After graduating from Lehigh University in May 1986 with a Bachelor of Science in Business & Economics I started working with Northwestern Mutual. I am a CFP(Certified Financial Planner) professional and hold the CLU(Chartered Life Underwriter) designation. Currently I am a Wealth Management Advisor working with clients across the country, with my team of five. We specialize in Retirement, Wealth and College Planning.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
