Edward M. Burnett

About Edward M. Burnett

A life-long resident of Kenosha, Ed is married to his Bradford High School sweetheart…

Experience

1. Financial Advisor

   The Schaeffer Financial Group, Llc

   May 2009 — Present

   WE’RE THERE WHEN LIFE HAPPENS…In life, nothing is more important than your loved ones – how they are cared for now and in the future. The Schaeffer Financial Group is dedicated to helping in some of life’s most important financial challenges, decisions and milestones. Our business is based on trusting relationships – rooted in industry expertise, integrity and a personal touch. We’re a team of financial experts but we also consider ourselves a family – one that will support yours.PLANNING FOR THE UNEXPECTEDWhen dealing with divorce, death, or loss of a job, often the last thing you want to think about is the financial component. We are here to help you think through the process and provide viable solutions to make life easier.RETIRINGThinking of retirement in the next 5-10 years? Or maybe you’re more than 10 years away but want to ensure a prosperous retirement through good planning. We can help you think through financial scenarios, so you are in a better place to make educated decisions. We can share with you retirement options and plans available based on your desired age and income at retirement.SECURING THE FUTURE FOR YOUR LOVED ONESWhat would happen if you were taken out of the picture? There are a number of different life insurance options that can help give you peace of mind.STRETCHING YOUR INCOMEWe can identify creative options for you to consider that will stretch your income so you’re not carrying weight of the world.PLANNING FOR THE FUTUREWe can share with you, tools and resources in the areas of investments, retirement planning and life insurance.SAVING FOR COLLEGEWe can help you with college funding options and planning for higher education. We build a plan based on what you think your anticipated portion of the cost will be.Securities and investment advice offered by licensed individuals through Coordinated Capital Securities, Inc.(CCS) Member FINRA/SIPC. The Schaeffer Financial Group and CCS are not affiliated.

Education

• Southern Illinois University, Carbondale

  Associate Degree in Aviation Flight, Bachelor Degree in Aviation Management - Cum Laude, Aviation Management and Flight

  1993 — 1996

• The American College of Financial Services

  Retirement Income Certified Professional®

  2016

Skills

• Retirement Savings
• Customer Service
• Financial Services
• Term Life Insurance
• Small Business
• 401k Rollovers
• Portfolio Management
• Team Building
• Wealth Management
• 529 Plans
• Securities
• Public Speaking
• Fixed Annuities
• Process Improvement
• Strategic Planning
• Insurance
• Retirement Planning
• Sales Management
• Iras
• 401k
• Strategic Financial Planning
• Life Insurance
• Series 7
• Client Relations
• Client Services
• Universal Life
• Whole Life
• Financial Advisory
• Simple Ira
• Negotiation
• Sales
• Disability Insurance
• Qualified Retirement Plans