Burgess Financial Planning LLC

I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.

Nice guy. I had a vague idea of what to expect and was pleased with the results. My questions were answered to my satisfaction and he did not try to sell me on anything. In addition, the exercise of collecting my various financial documents and analyzing them was useful, that part alone paid for itself.

Sean was absolutely wonderful. What I needed wasn't exactly in the realm of what he does, so he gave me a few pointers over coffee (that he so kindly picked up for me) and gave me a great referral. He was very honest and straight forward.