Financial Services For Business Owners & Individuals
Call Us Today: (972) 848-8510
Send Us An Email: info@pntfinancialservices.com
Set a time for a quick consult with us so we can learn more about your needs.
Tax Free Retirement Account
Suppliment your retirement with Tax Free Retirement Account (TFRA). Tax-free retirement accounts, often referred to as Section 7702 plans, can include indexed universal life insurance policies, variable life policies, or whole life insurance policies.
Book a call today to structure a plan that fits your needs and goals.
Online Bookkeeping
Our bookkeepers and staff offer comprehensive bookkeeping support services, yielding immediate and guaranteed results. Leveraging our expertise in corporate financial information can be instrumental in freeing up your schedule, enabling you to focus on other departments within your enterprise.
DIY Bookkeeping?
Not ready for a bookkeeper and need some DIY Bookkeeping solutions? We have a few resources for you.
Meet Our Team
We pride ourselves on having a dedicated team of highly qualified professionals committed to providing exceptional bookkeeping and securing the best coverage for you, your family, or your business. Our foremost priority is cultivating enduring relationships with our clients. We believe in delivering personalized service and ensuring your financial well-being through expert guidance and tailored solutions.
Pang Nhia Burke
CFO & Financial Professional
PBurke@pntfinancialservices.com
Pang Nhia, with 18 years in the financial sector and a specialty in employee benefits, retirement, and payroll, is a licensed Financial Professional across multiple states.
As a former Director of Human Resources, she pivoted to retirement planning after identifying educational gaps, now dedicating herself to empowering individuals with the knowledge to build secure futures.
With deep expertise in life and health insurance, Pang Nhia's approach is deeply rooted in personal service. She commits to educating her clients on financial strategies, ensuring they maximize their earnings for a stable retirement. Pang Nhia is more than a financial professional; she's a trusted partner in financial wellness.
Derrick Burke
Senior Tax Consultant
taxes@pntfinancialservices.com
Derrick, with over 16 years in tax services for individuals and small businesses, excels in navigating complex tax laws with a commitment to excellence. He offers more than compliance; he aims to optimize financial outcomes through strategic planning and deep regulation knowledge.
Derrick personalizes his services, focusing on each client's unique needs for proactive financial management, ensuring minimized tax liabilities and promoting growth. He values building strong relationships, understanding clients’ goals, and creating a supportive environment for informed financial decisions.
Derrick offers a holistic approach to financial success, making him not just a service provider, but a trusted financial partner.
Jam Forootan
COO & Financial Professional
Jam@pntfinancialservices.com
Jam offers a unique perspective in the financial industry, with expertise spanning Commercial Real Estate, E-Commerce, and Alternative Income Strategies. As an independent broker with access to A+ Rated carriers, he excels at tailoring affordable solutions for his clients, aligning with both their budget and needs.
Known for his brutal honesty and direct approach, Jam's candidness is what people appreciate most, though it may not be everyone's preference. His priority is to improve his clients' financial standing, guided by a belief in honest, impactful advice.
At his core, Jam is deeply committed to the well-being of those he serves, valuing their time and expecting mutual respect. He champions the idea that everyone has equal value, emphasizing a collective journey towards financial success.
Client Reviews
Pang Nhia is a very knowledgeable and talented young woman. She is amazing at what she does and truly cares for her clients and their families. She discovered that my policy was no in good orders and got me the coverage I needed and added peace of mind for me and my family. I recommend her to anyone who is looking for a person who truly cares and knows what she is talking about.
O.T. LOYD.
Mrs. Burke is a very kind lady and helped me with the coverage I needed to protect my family. She made me comfortable because she came in jeans and a t-shirt which made me feel comfortable and easy to relate with I am thank for her help and have recommended her to all my family and friends.
MARY
It was nice to meet you today. You are kind and courteous, clear and easy to understand. Thank you!
HILDA R. - TX
Mailing Address: 101 Belmont St #79035
Saginaw, TX 76179
Email: info@pntfinancialservices.com
Call (972) 848-8510
