The Next Step Planning Group

The Next Step Planning Group We provide business financial planning as Certified Exit Planners and personal financial planning. PAS is a wholly owned subsidiary of Guardian.

Christopher Burnett and Thomas Seeko are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Westshore Financial Group is an General Agency of The Guardian Life Insurance Company o

f America®. Florida Veterinary Advisors is a DBA of CJ Burnett and Tom Seeko. Christopher Burnett CA Insurance License Number 0K79676. Tom Seeko CA Insurance License Number 0K80141. Westshore Financial Group and Florida Veterinary Advisors are not an affiliate or subsidiary of PAS or Guardian. Florida Veterinary Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof..
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10/24/2023

As student loans resume this month, Smarter Vet Financial Podcast revisits why your loans don't have to take over your life. Listen at the link below

🚨 NEW PODCAST EPISODE ALERT 🚨Today, we're bringing you all the way to the Oklahoma Veterinary Conference to hear CJ spea...
07/07/2023

🚨 NEW PODCAST EPISODE ALERT 🚨

Today, we're bringing you all the way to the Oklahoma Veterinary Conference to hear CJ speak about intentions, mindset, and how having the right one of each can help shape outcomes.

Click here to listen: https://link.chtbl.com/SmarterVet

When it comes to future planning for your children, it's easy to get swept away from the now.We encourage you to listen ...
06/30/2023

When it comes to future planning for your children, it's easy to get swept away from the now.

We encourage you to listen to this week's episode to get a better understanding of the right mindset to be in when it comes to your financial situation, and their financial futures.

Click here to listen: https://link.chtbl.com/SmarterVet

Do you have financial questions? Investment questions? Questions regarding your 401(k) or IRA? If you never had time to ...
03/23/2020

Do you have financial questions? Investment questions? Questions regarding your 401(k) or IRA?

If you never had time to meet with an advisor, would now be a good time since some of you are quarantined?

90% of our meetings over the last year were done through a web meeting and we’ve made the adjustment so that now 100% of our meetings are online.

This allows us to spread our message with more people regardless of whether they are down the street or in another state.

So now might be the perfect time to reach out and schedule a complimentary meeting with one of our advisors to see how we can help you right now, given the situation that you’re in.

We look forward to hearing from you!

06/06/2019

Hey everyone! We wanted to share exciting news. Today was the launch of our new website. Please stop by and share your thoughts. We’d love to know what you think! Click below to access.

Hey everyone! We hope all are well. Recently we created an assessment to create awareness on different financial decisio...
06/03/2019

Hey everyone! We hope all are well. Recently we created an assessment to create awareness on different financial decisions. We are looking for feedback on the simplicity and if the assessment is helpful. Will you please take a look at the assessment (complete it if you like) and provide a comment below.

As of right now (due to compliance gift rules) we can only offer high fives and bear hugs for giving us feedback. We appreciate you for taking the time. If neither of them works, we're sorry! 😁

Please click the link to complete this form.

05/26/2018

Your finances are defined by your habits and behaviors.. not products.

“We are what we repeatedly do. Excellence, then is not an act but a habit.” Aristotle

03/27/2018

When does it make sense to make the financial leap to become a homeowner?

03/26/2018

Like a zodiac sign, your financial persona can provide personality insights that lead you to greater financial and emotional confidence.

03/23/2018

There are many reasons for small business owners to be optimistic these days.

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4200 West Cypress Street #700
Tampa, FL
33607

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