Rebecca Howard

Financial Advisor

I empower individuals, families, business-owners, church leaders, helping to develop a financial strategy that aligns with your personal goals so you can be more confident in your future, achieving the financial clarity you deserve.

State(s) Licensed:   AZ, CA Insurance Lic. #4320640, IL, MI, NY, OH, PA, WI

Languages Spoken:   English, Spanish

Phone 262-757-0199
Address

189 East Chestnut Street
Burlington, WI 53105

Rebecca Howard

I empower individuals, families, business-owners, church leaders, helping to develop a financial strategy that aligns with your personal goals so you can be more confident in your future, achieving the financial clarity you deserve.

State(s) Licensed:   AZ, CA Insurance Lic. #4320640, IL, MI, NY, OH, PA, WI

Languages Spoken:   English, Spanish

Where are you at today, and where do you want to be tomorrow?

I am passionate about helping people make informed decisions in their financial lives. I love the conversations and the relationships. I offer personal finance planning where we work side by side to bring clarity and confidence for the future.

Together we can:

•           Strengthen your financial position

•           Create a multigenerational wealth plan

•           Prepare for unexpected illness, injury or loss

•           Invest with purpose and manage your assets

•           Explore tax-efficient ways to manage your money

•           Save and prepare for income in retirement

•           Plan to pass on a meaningful legacy

Wherever you are in your financial journey, I can help!

I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.

Call our office today to get connected with me and my team.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Burlington Office

Phone:
262-757-0199

Hours

M – F: 9 a.m. – 5 p.m.