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CFK Financial

Retirement Well Planned

Retirement Well Planned Retirement Well Planned

Professional Resources

We make available the following practitioners, providing a wealth of experience and services to enhance your retirement journey.

Click Here To Access Our Professional Resources

Julianna Burrall, Attorney at Law

Julianna Burrall, Attorney at Law

Julianna Burrall, Attorney at Law

We are thrilled to have Julianna Burrall available to our clients needing estate planning services.  She is a Georgia estate planning and tax attorney with over 25 years of legal experience and a substantial background in estate planning, probate administration, and tax law. Her independent private law practice focuses on customized tax and estate planning, probate and estate administration, elder law (including guardianships and conservatorships), family business succession planning, small business formations, and personal and business taxation matters. 

Bill Cleary, CPA

Julianna Burrall, Attorney at Law

Julianna Burrall, Attorney at Law

We are pleased that Bill Cleary has made himself available to our clients for tax planning and preparation services. Concurrent to his private CPA practice, he mentors and educates the next generation at Kennesaw State University as Adjunct Professor of Accounting.    


As a Navy veteran, Bill had a long and distinguished career at Price Waterhouse and Equifax, among other organizations, prior to moving to the world of academia. 


Belen Hickman, Long Term Care

Julianna Burrall, Attorney at Law

Belen Hickman, Long Term Care

For our clients who wish to explore long term care insurance solutions, we are excited to have Belen Hickman. Belen  brings several years of experience working with A-rated carriers and exclusively in long-term care planning for individuals and spousal/significant other discounts, executive carve-out and employee/worksite applications (providing underwriting concessions and group rates), and tax-qualified and state partnership plans where available. 



DISCLOSURES

  

BWA disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Website disclosure: The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Tax/Legal disclosure:Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Annuity Guarantee disclosure:Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.

Fiduciary Disclosure: Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.


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