Third Thursday at 3

Interests

Host for the April Meeting: Amy Burton; Burton & Vosmeier Financial Advisory Group of Raymond James.

More about Amy...

As a Financial Advisor of Raymond James & Associates, I am not qualified to render advice on tax or legal matters.  These matters should be discussed with the appropriate professional.


Amy is an advocate of the financial advisory process, a well-rounded approach to financial planning. With over 15 years of financial planning experience; she has specialized in the areas of estate planning, protection planning including life insurance, long-term care insurance and disability insurance. She states, "I strive to provide each client with the tools to help create and grow wealth, to protect and preserve wealth and then plan for the distribution of that wealth during life and at death in a tax-advantaged way."


Amy and her husband Jeff have three children; Reed, Ryan and Reese. Amy serves as an event committee member for the Spring & Fall National Soccer Festival. She also serves on the National Kidney Foundation of Indiana (NKFI) Board of Directors and has been an active member on the NKFI Golf Classic Committee for the past 7 years. Amy Burton served on the 2007 Deer Ridge Playground Fundraising Committee that successfully built a new playground for the elementary children!


The beliefs of the Burton & Vosmeier Financial Advisory Group
of Raymond James & Associates, Inc.


The foundation of our group is based on shared values of honesty, integrity and genuine concern for our clients.
We believe that our clients come first. We are driven by our clients' needs, not by our products. Our focus is on developing a broad and deep client relationship built on sound financial planning and asset allocation strategies.
We strive to provide the most appropriate financial advice and services to our clients and recognize how we succeed is as important as our overall success.