Retirement Planning Guide for Employees of

Burns & McDonnell

Critical Retirement Considerations

Burns & McDonnell
Burns & McDonnell Retirement Planning Guide

What you can expect from this guide

As an employee of Burns & McDonnell, you have access to exclusive financial opportunities to enhance your future. Through the 401(k) and Employee Stock Ownership Plan (ESOP), employees of Burns & McDonnell have a unique advantage of having ownership in one of the most successful companies in the world.

Our guide will help you get answers to questions like…

  • How do you know if you have saved enough?
  • How much is truly enough?
  • What about the potential tax burdens?
  • What happens to your ESOP when you stop working?
  • Do you need a 401(k) if you contribute to your Burns & McDonnell ESOP?
  • Is working with an advisor right for you?

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Burns & McDonnell Retirement Planning Guide
Are you retired or currently working?
Retirement Income Planning

Retirement Income Planning

Focusing on investments, pensions, social security, tax and estate planning.

Investment Advisory

Investment Advisory

From active portfolios to mutual funds, IRA’s 401k’s and more.

Income Tax Preparation

Income Tax Preparation

Come tax season, these advisors are your best friend, navigating the tax code with ease for the best return.

Financial Planning

Financial Planning

Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.