Professional
Eric Burns has spent 30 years building relationships and expertise in the world of financial services.
Eric Burns' mission as a Northwestern Mutual Financial Advisor is to give perspective on today and help identify your future financial goals. Along with a Network of Specialists, he can provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, he develops enduring relationships with his clients.
Over a lifetime, most people will experience many different financial needs and circumstances that can be summarized into three stages: risk management, wealth accumulation, and wealth preservation and distribution.
Risk Management: The foundation of the financial pyramid, you protect that which you can least afford to lose—your earning power.
Wealth Accumulation: With that foundation firmly in place, you accumulate wealth in a tax-efficient manner for specific goals such as your children's education, retirement funding, or a future financial need.
Wealth Preservation and Distribution: Success in the wealth accumulation area creates the need to preserve and distribute that which you have worked so hard to accumulate.
Life's complexities leave little room for "standard" approaches, so Eric Burns uses a four-step approach in working with clients:
- Get to know clients
- Analyze Needs
- Identify Solutions
- Keep in Touch
Eric relies not only on his own experience and expertise, but also on the knowledge and strength of a team of professionals available through the Northwestern Mutual Financial Network. Together, they can provide the guidance clients need to start down the path to financial security.
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2014
- Award recognizing commitment to excellence in service to clients and industry
Personal
Eric has been married to his high school sweetheart for 30 years and have two sons together. When he is not hard at work for his clients, he enjoys family time, has a passion for playing tennis, travel and reading. Eric and his wife love to cook and spend time with friends.
Eric served as VP of the Leonard Foundation, a non-profit endowment organization to assist with education support & funding. He is involved with the local community, neighborhood groups in Colorado Springs and enjoys involvement with his local church.
Member of NAIFA.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
