Art Burton, WMCP

Art Burton, WMCP I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Member SIPC.

I help people get financially organized, make confident money decisions, and stay accountable to their goals through a simple, honest approach focused on long-term security, peace of mind, and plans that fit real life. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

Retirement analysis and progr

ams
Estate strategies
Employee benefit and retention services
Business continuation strategies
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institution. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. Arthur Burton is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. www.SIPC.org | Supervisory Office: 6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566, Phone: 925-979-2300. I am licensed to sell insurance in: CA

CA Insurance Lic. 0G01920, domiciled in CA. I am registered to sell securities in: CA


MM202611-311872

09/10/2026

What’s your biggest long-term care priority?

🏠= protecting assets for the family.
❤️= reducing the burden on loved ones.
✨= maintaining choice of care.

Drop your emoji in the comments or DM to discuss what matters most to you.

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance...
09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choice...
09/09/2026

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

09/09/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

09/04/2026

Building wealth isn’t a sprint. It’s a climb.

The accumulation phase is much like riding a bike uphill: steady effort, consistency, and patience over time.

Once you’ve reached your destination, the focus shifts to preservation, protecting what you’ve built.

Then comes distribution. Retirement’s “go-go years” often feel like the ride downhill: faster, more exciting, and where the wealth accumulated over decades is intentionally put to work for your lifestyle.

Success isn’t just about getting to the top of the hill. It’s about knowing how to navigate every stage of the journey. 🚴‍♂️📈 🚵‍♂️📈

09/04/2026

Building wealth isn't a sprint. It's a climb.

The accumulation phase is much like riding a bike uphill: steady effort, consistency, and patience over time.

Once you've reached your destination, the focus shifts to preservation, protecting what you've built.

Then comes distribution. Retirement's "go-go years" often feel like the ride downhill: faster, more exciting, and where the wealth accumulated over decades is intentionally put to work for your lifestyle.

Success isn't just about getting to the top of the hill. It's about knowing how to navigate every stage of the journey. 🚴‍♂️📈

09/02/2026

💡 Want a quick retirement reality check?

Take your current salary and divide it by 4%.

The result may give you a rough estimate of the assets needed to replace your current income during retirement.

If you make $80,000 a year, that's about $2 million in assets needed to generate the same income using the 4% guideline.

But retirement planning isn't just about reaching a number.

The real challenge is deciding which accounts to pull money from first and creating a strategy that helps your savings last as long as you do.

That's where a financial plan can make all the difference. It helps bring together your investments, taxes, and income needs into a coordinated strategy.

🤔 Have you ever calculated your retirement number? Were you surprised by the result?

📩 If you'd like help building a retirement income strategy or understanding which assets to spend first, send me a message. I'd be happy to help you explore your options.

Send a message to learn more

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/28/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Address

1676 N California Boulevard STE 430
Walnut Creek, CA
94596

Opening Hours

Monday 11:30am - 3:30am
Tuesday 11:30am - 3:30pm
Wednesday 11:30am - 3:30pm
Thursday 11:30am - 3:30pm
Friday 11:30am - 3:30pm

Telephone

+14157249071

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