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Linda Burns, Certified Financial Fiduciary

322 Frankstown Rd.
Altoona, PA 16602

Phone:

814-940-8300

E-mail:

Welcome!
 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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