Chad Burtrum, Financial Services Professional with Nylife Securities LLC

Chad Burtrum, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities, products, and services through NYLIFE Securities LLC Washington St. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

906-212-3021
Office: 517-347-4331
Text: 517-816-3381
148 W. Marquette, MI 49855

Neither Horizon Financial Services, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Horizon Financial Services is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

06/12/2026
Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4eghKlJ

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/04/2026

Have you ever stopped and thought about what would happen if your income suddenly stopped?

Not just for a week or two—but longer.

The mortgage still shows up.

The heating bill still needs to be paid.

The grocery bill doesn't go away.

And your kids still need everything they need.

Most families work hard to build a life they're proud of, but many haven't taken the time to see if their financial protection plan would actually support that life if something unexpected happened.

That's why I encourage people to review their coverage every few years.

If your current plan hasn't been reviewed recently, let's take a look.

05/29/2026

Term vs whole life gets argued about online constantly.

But honestly?

The “best” option depends on:
- your age
- your family
- your goals
- your budget

There’s no one-size-fits-all answer.

That’s why personalized planning matters more than internet opinions.

If you want a simple explanation without the sales pressure, reach out anytime.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4e8rcZz

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

A recent national survey focused on how American college students are feeling about their money situation at a moment wh...
05/27/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

05/27/2026

Welcome to Marquette, and congratulations to ! On Friday they celebrated an official grand-opening with a ribbon-cutting ceremony.

Founded in 2025 by Veteran and certified security specialist Mitchell Turner, Silent Harbor Tactical was created to fill a gap in the Upper Peninsula market, providing serious shooters, hunters, and outdoorsmen with expert guidance and high-quality equipment backed by real-world experience.

Read more at marquette.org/2026-celebrations/

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Marquette, MI

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