Summit Financial Advisors

No single strategy will fit every client. That’s why Beat will partner with you to create a personalized financial plan that accounts for your goals and specific circumstances. His goal is to build a long-term relationship based on trust, and he always offers honest advice while simplifying complex financial terms and investments.

TM Burrows Associates LLC, located in New London, CT, offers a range of financial services including group health, life insurance, individual health, and 401(k) information. As a region of Cetera Advisor Networks, they provide securities and advisory services through registered representatives and investment adviser representatives. The firm emphasizes secure data transmission and private consultations, ensuring that clients receive tailored financial guidance from professionals who offer both brokerage and investment advisory services. Residents of the United States can benefit from their expertise in navigating the complexities of financial planning and investment management. Generated from the website

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.