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Burwell Hutchinson (CFP®, CPA)

Burwell Hutchinson focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

FINANCIAL, INVESTMENT, AND TAX EXPERTISE FOR YOUR RETIREMENT TRANSITION

Retirement is on the horizon—this is an exciting time! But the excitement can be quickly dimmed by feelings of uncertainty. You’re likely asking yourself:

“Can I pull this off without outliving my savings?“

"How do I pay for health care?"

“What about my family?"

Rest assured, your questions and concerns are valid. After all, you want a sense of security when making important financial decisions. Our wealth management firm in Wilmington and Rehoboth Beach, Delaware, wants to help you feel confident about your retirement transitions.

As your advisory team, we’ll guide you through the three stages of retirement: uncertainty, stability, and reflection. We’re here to answer your questions, simplify complexities, and support you through life’s ups and downs. Let us be the partner that puts you on the path to peace of mind.

As a Registered Investment Advisor, we are legally and ethically obligated to act in your best interest—we wouldn’t have it any other way. Through integrated financial planning, investment management, and tax minimization strategies, we want you to enjoy retirement to the fullest.

NAPFA Start Date

January 27, 2005

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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Other Offices

20245 Bay Vista Rd Unit 202 Rehoboth Beach, DE 19971-8024 Phone: (302) 644-3540
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5511 Kirkwood Hwy Wilmington, DE 19808-5001 Phone: (302) 442-4233 Fax: (302) 689-4110
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