Financial & Estate Planning Services
For over 30 years, Tena Burrell has worked to help individuals and families plan for their financial future. Specializing in the fields of retirement and estate planning, Ms. Burrell educates clients on how to help preserve their financial assets, while maintaining a sustainable standard of living. As the owner of Financial and Estate Planning Services, Tena Burrell takes her many years of experience and offers sound financial alternatives to create solutions, based on the needs of each individual client.
Tena Burrell focuses on the unique needs of her clients, as well as financial management for caregivers. Financial advising on Retirement and Estate Planning, investment portfolio management, and tax planning.
As part of her volunteer work with the Area Agency on Aging, Tena facilitates Elder Family Caregiver Education workshops at senior centers, churches, and other facilities.