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Cindy Burson has decades of experience in the financial services industry, always approaching every situation with a client-first mentality. “If I’ve learned anything in this industry, it’s that relationships are more important than anything,” Cindy says. “By creating such close relationships with my clients, I truly understand their needs and what’s important to them. Then, I make decisions and recommendations with those factors in mind.”

Above all, Cindy values trust and confidence, and her actions are always driven by her desire to earn both. She also values work ethic, learning early that dedication to a cause she believes in can make a world of difference, no matter her goals or her duties. Immediately following high school, Cindy worked as the account payable representative with Standard Brands of Chicago. It sparked her love for finance, analysis and proper decision making on the behalf of others.

She continued her pursuit of a career in finance in college, even picking up a position as a full-charge bookkeeper. Now, she has seen many sides of the financial industry, even acting as secretary treasurer of her own business. Cindy sees her new position as a retirement strategist as a reinvention of herself, allowing her to kick off a new career and opportunity as she continues to explore the many facets of both finance and humanity.

Her goal as a federally and state-licensed retirement strategist is to help her clients reach financial security and independence. “I believe there’s no such thing as too many guaranteed income streams,” Cindy says. “With today’s level of inflation and market volatility, there’s no certainty, and securing sources of income for yourself can be the difference between a comfortable retirement lifestyle and outliving your funds.”

Burson Agency is a longtime dream of Cindy’s come to life. As an independent strategist, she now has a chance to work with the largest insurance companies in the world, giving her clients access to retirement options and products that are not available to some captive agents or even other advisors and firms. Cindy says, “These companies I work with are A-or-higher-rated companies, and they’ve opened relationships that allow me to put my clients in what I truly believe is the best position. I work with analysts, tax attorneys, stock brokers and estate planning attorneys, all at no additional cost to you and with your best interest in mind.”

From Cindy’s point of view, her job is to evaluate future needs and fill them as quickly as possible, both from a professional and a personal perspective. She believes she can do that using as few resources as possible while bringing the maximum potential return on a client’s investment in a relationship. “I’m only beholden to you,” Cindy says. “It’s my job to analyze your goals and assemble a plan that helps you reach them as quickly and efficiently as possible.”

It’s my job to analyze your goals and assemble a plan that helps you reach them as quickly and efficiently as possible.

Cindy BursonFounder, Retirement Strategist