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Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

October 18, 2018 by Karen

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Phoenix Business Radio
Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning
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Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

Paper Lifesavers, providing checklist books that just may “save your life” financially before and after major life events. 

Marie-Burns-on-Phoenix-Business-RadioXMarie Burns, a Certified Financial Planner (CFP) with insurance and securities licenses, has been advocating for clients as a financial advisor for close to 20 years. She is aPaperLifesaverswhite-01-01-01 member of the Financial Planning Association nationally and locally, 100+ Women Who Care, Ahwatukee Foothills Friends and Neighbors, and Mountain Park Church. 

Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn, and follow Paper Lifesavers on Facebook.

Filed Under: Phoenix Business Radio Tagged with: estate planning, financial planning, getting financially organized, helping aging parents, personal finance

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