Howard loves what he does. Whether he is working with executives, business owners, blue collar workers, individuals, or families – he is focused on empowering clients to achieve financial freedom -- so they can live their dreams and focus on what matters most to them in life. For more than three decades, Howard has been able to utilize his expertise and investment knowledge in financial services to help clients develop a realistic, comprehensive plan to work toward their financial goals.
Howard is committed to excellence in every aspect of business, delivering a personalized client experience, aligned with consumers’ preferences and needs. He upholds a high standard of integrity bound by fairness, honesty, transparency, accessibility, and responsibility. He puts his customers’ best interest first in helping them achieve their financial goals. For continuity of service, Howard’s son, Cuinn Burke and Roger Kachinske, both junior partners, will provide support to clients for years to come -- and carry this tradition of quality service forward.
In anticipation of a successful long-term client relationship, Howard believes a good client-advisor fit is important. He meets with potential clients to ensure the relationship would have all the ingredients to be a benefit to both parties involved, for many years. He establishes and builds partnerships with his clients through mutual respect, active listening, open, and honest communication. He believes there is a better way to approach managing and protecting wealth by providing straightforward, comprehensive, and unbiased advice -- operating in a fiduciary manner.
Howard’s education and experience are the cornerstones to his practical approach to offering financial planning services and products to clientele. He earned CERTIFIED FINANCIAL PLANNER® designation from the Certified Financial Planner Board of Standards Inc., and Retirement Planning Specialist title from The Wharton School-University of Pennsylvania.
He was inducted into Equitable’s prestigious Hall of Fame, which recognized him as a top financial Advisor with superior achievements in serving client needs and managing a successful practice. In addition, he currently holds the FINRA series 6, 63, 64, 66, 7, 24 and 27 securities licenses, as well as GA life and health insurance licenses.
Howard’s entrepreneurial mindset is a key factor to his success: a way of thinking that drives him to stay focused, overcome challenges, be decisive, and accept responsibility for his outcomes. He constantly improves his skills, learns from his mistakes, and takes continuous action on his ideas. He is willing to put in the hard work, to wake up early, to stay late, to act in the best interest for his clients.
He offers products and services that he believes in and stands by, to create long-term customer loyalty and financial goals. Services and specialties include; Financial Planning, Retirement Planning, Estate Planning, Executive Benefits, Education Planning, Insurance & Annuities, Private Asset Management, Equity Investments, Fixed Income, and Wealth Management.
Howard and his spouse, Adella, reside in Cumming, GA. Outside the office, you can find practicing his faith at church, giving back to the community through volunteer work, traveling the country in his RV, or enjoying time with friends and family.
By combining his knowledge and experience in financial services with his focus on building lasting relationships, Howard is determined to deliver sound investment and insurance strategies that can help clients take control of their financial future. His goal is to simplify the complicated world of investments and help clients preserve their hard-earned assets. Choose to work with Howard because of his expertise and specialization. To learn more about how he can serve you, call (678) 455-4848 or email to email@example.com. CA Insurance Lic #0J12000
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable.