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Dwayne Burnell, MBA

Wealth Strategist & Author

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You don't have to wonder if you will have enough money to retire or to stay retired.

Starting today, there are simple and strategic steps you can take to protect and plan for a successful retirement. 

Take advantage of financial strategies that can help protect and grow your wealth.


 Choose a Fiduciary Advisor 

Dwayne Burnell, MBA helps individuals, families and business owners gain financial security and independence.

You can also be assured that Dwayne is committed to the highest standard of financial knowledge and care for his clients - referred to as a "fiduciary" standard - always putting his clients' best interest first.


Retirement Planning  

Retirement Planning  

Don't live with fear and worry. Planning for your future doesn’t need to be scary or filled with financial jargon. But it does have to happen. Remember the old adage: “People don’t plan to fail, they fail to plan.”

One day, your future will be your present. You might find yourself standing at the door to your retirement uncertain as to whether you have enough money to retire and stay retired.

Don’t let this happen to you. Take an important step toward financial empowerment. Dwayne can help you reach your financial goals.

Consider All<br />Your Financial<br /> Options

Consider All
Your Financial

It’s comforting to think that there’s a single magical solution for financial planning. But it simply does not exist. Everyone has a unique set of circumstances, needs and goals that must be considered carefully to retire well.

You have far more retirement strategies available to you than putting your money in your 401(k) (or any other qualified plan) and “hoping for the best.”

Don’t leave your retirement at risk. You don’t have to hope that it will all work out. We can help you you grow and protect your retirement money.

Plan for Unexpected Events&#160;

Plan for Unexpected Events 

How would you cope with a sudden change in your life?  Can you handle a job loss, a change in your health or in the health of someone you love? It can be scary when life throws you a curve ball and you aren’t prepared. But you can be.

Dwayne works with individuals, couples and families anywhere in the country. He helps them develop a lifelong financial strategy that is designed to manage both expected life events (such as retirement) and unexpected life events (like changes in health or the loss of a job).

With Strategic Retirement Planning, You Can:

With Strategic Retirement Planning, You Can:


  • Better Protect Your Savings

  • Position Your Money for Growth

  • Avoid Unnecessary Taxes

  • Reduce Your Risk of Running Out of Money in Retirement  

Plan Now to Avoid Outliving Your Retirement Savings

Dwayne Burnell, MBA

Wealth Strategist & Author

Consider developing a comprehensive retirement strategy. You have more options and alternatives than you realize.

Let Dwayne design a customized financial strategy for you that will help protect you from losses and  grow your retirement assets.

Read Dwayne's 

Get Dwayne’s valuable professional perspective and experience to help you with your retirement planning.

Stay on top of current financial news and trends.

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Short Video Tips
from Dwayne 

Take a moment to listen and watch Dwayne as he walks you through simple, yet effective, strategies that can help grow your financial well-being.

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Check out Dwayne's 
Best-Selling Books

Dwayne’s two best-selling books, "Financial Independence in the 21st Century," and "A Path to Financial Peace of Mind" describe unique and uncommon strategies in the field of personal financial and retirement planning.

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Freedom. Flexibility. Control.

Dwayne has devoted his professional career to helping people anticipate, understand and manage life's financial surprises and risks.

And he can help you too.

In this uncertain world, there are some things that shouldn't be uncertain at all. Your financial security is one of them.

  • Retirement Planning
  • 401(K) / IRA Rollovers
  • Investment Strategy
  • Life Insurance
  • Long-Term Care Insurance
  • Annuities


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