FIND YOUR
BALANCE
At 21 Goats, we guide clients towards greater heights in finances and life.
21 Goats Financial Planning is a enthusiastic, wholehearted team of financial advisors who believe in kindness, compassion, and long-term thinking.
We help professionals and families balance goal setting, big financial decisions, and retirement planning with everything that comes in between.
Working with us means getting custom-tailored financial planning and investment management services that meet you where you’re at.
What does that even mean?
Gone are the days of Googling “should I…” or “what is…” when you have financial questions.
Call us instead.
MEET ALYSON &
BRIAN BURKETT
Alyson and Brian do financial planning. And investment management. And groceries.
On a typical day, they might help Empty Nesters get strategic about retirement, strategize with Great Resigners on their next big move, or get granular with a Suddenly Single on planning for Act 2.
They believe in lucky numbers (Hello, 21) and being fearless (this is where the goats come in!) about creating a life you love.
Between client meetings and Zoom meetings exist naptimes and meltdowns. After bedtime, there is carefully carved-out time to study or work or simply connect, depending on the night.
Brian and Alyson, do what you do – try to find balance. And this translates into a very relatable, simplified approach to finances and life.
Sound like folks you’d like to work with? Keep reading.
MEET ALYSON &
BRIAN BURKETT
Alyson and Brian do financial planning. And investment management. And groceries.
On a typical day, they might help Empty Nesters get strategic about retirement, strategize with Great Resigners on their next big move, or get granular with a Suddenly Single on planning for Act 2.
They believe in lucky numbers (Hello, 21) and being fearless (this is where the goats come in!) about creating a life you love.
Between client meetings and Zoom meetings exist naptimes and meltdowns. After bedtime, there is carefully carved-out time to study or work or simply connect, depending on the night.
Brian and Alyson, do what you do – try to find balance. And this translates into a very relatable, simplified approach to finances and life.
Sound like folks you’d like to work with? Keep reading.
Curious about
working with us?
21 Goats clients often align with
these life stages and milestones.
21 Goats clients often align with these life stages and milestones.
GROWTH MODE
Professionals Managing Careers and Families
THE NEXT CHAPTER
Women Transitioning Through Divorce
EYES ON RETIREMENT
Empty Nesters Preparing to Work Less
QUICK LINKS
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
View this firm’s Relationship Summary.
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