JB Burnett

President at Apex Retirement Solutions

Atlanta, Georgia

Quick Answer

JB Burnett, President, is a licensed independent financial professional at Apex Retirement Solutions in Atlanta, Georgia with 30+ years of experience. Specializing in Retirement Planning, Principal Protection, Lifetime Income. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact JB Burnett in Atlanta, Georgia

Phone: 404-536-1194

Email: [email protected]

Website: https://apexretirementsol.com/

Areas of Expertise in Atlanta, Georgia

Retirement PlanningPrincipal ProtectionLifetime IncomeFinancial Planning

About JB Burnett — Atlanta, Georgia

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

JB Burnett has been a personal financial advisor for more than 30 years serving clients in Atlanta, Georgia. He is passionate about helping people reach their goals and get their financial houses in order. When working with clients, he draws upon a knowledge and expertise honed from his long-time experience in finance. JB grew up in Rochester, NY. After graduation from high school, he went into the U.S. Air Force. He retired from the Air Force after 20 years of service. He was in the financial field for his entire career, having roles in Financial Accounting, Budget, Financial Services, Bank Liaison, Resource Advisory, and Personal Financial Advisory. JB ended his career as Base Comptroller. After retiring from the military, he completed his education, attaining two BBA degrees in Accounting and Finance and Business Management. A seasoned entrepreneur, he has been involved with real estate investing, independent marketing & sales of consumer goods and services, and factoring car note...

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Frequently Asked Questions About JB Burnett & Financial Advisors in Atlanta, Georgia

What services does JB Burnett offer?

JB Burnett at Apex Retirement Solutions offers Retirement Planning, Principal Protection, Lifetime Income in Atlanta, Georgia. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is JB Burnett SafeMoney Certified?

Yes, JB Burnett is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.