FINDING A BETTER WAY IS WHAT WE DO

Burford Brothers was created to help our clients improve and organize their financial lives into an easy-to-understand plan. We skillfully take all the aspects of your financial life and put them into a proper and beneficial strategy. Each plan is as unique as our clients themselves. A certain element of your plan may not be relevant now but can have a significant financial impact as your life unfolds and your needs evolve. Our process, The 20/20 FORMula, helps you pursue your financial independence.

Having developed and refined this proprietary process over many years, some things have become clear...

OUR PROCESS MEANS YOUR SUCCESS

We organize your financial picture into a story of success. Our proprietary process, The 20/20 FORMula is a proven path to adjusting, monitoring, and aligning your critical life and financial events and dreams.

The 20/20 FORMula focuses on the three key indicators:

Discover

What you want to accomplish
Your essentials

Design

A financial road map
The appropriate solutions

Deploy

Financial and generational planning
Customized strategy implementation
Ongoing service
A lasting relationship

Keeping Your Financial Plan in Place

At Burford Brothers, we recognize that we are not all things to all people; however, we are all things to some people. Our client relationships are based on a FIT process, allowing us to partner with those clients for which we are most suited. In doing so, we are able to provide an elevated client experience by keeping all the building blocks of their individual financial plan in place.