Helping Families and Business Owners Protect, Organize, and Grow Their Finances
Tax Preparation • Life Insurance • Trust & Estate Planning • Financial Accountability
At PNT Financial Services, we believe financial education should be accessible to everyone. We help individuals, families, and small business owners make confident financial decisions that protect what they’ve worked hard to build.
Welcome to PNT Financial Services
A More Holistic Approach to Financial Planning
Our mission is to build a financial services firm that prioritizes education, accessibility, and a truly holistic approach to financial guidance. By working closely with our clients and partnering with trusted professionals across multiple disciplines, we strive to create a client experience that is both empowering and comprehensive.
Individuals, families, and small business owners today face increasingly complex financial decisions. Through guidance, education, and strategic planning, we aim to help our clients better understand their finances while building stability, protection, and long-term financial security.
We believe that financial knowledge should not be limited to a select few. By maintaining the highest standards of professionalism, ethics, and integrity, our goal is to provide meaningful support that helps our clients make confident decisions for their future.
Our Solutions, Focused on You
Personalized financial solutions designed with your future in mind.
Tax Preparation & Planning
We provide accurate and strategic tax preparation for individuals and small business owners. Beyond filing returns, we help clients better understand their income, minimize unnecessary tax burdens, and make more informed financial decisions that support long-term financial stability.
Life Insurance & Protection
Life insurance is one of the most important tools for protecting the people who matter most. We guide clients through their options and help them choose protection strategies that safeguard their families, support long-term financial security, and can play a role in retirement planning.
Medicare & Healthcare Planning
Understanding Medicare and healthcare coverage can feel overwhelming. We help clients navigate their Medicare options and plan for future healthcare needs, including long-term care considerations, so they can make confident and informed decisions.
Trust & Estate Planning
Protecting your legacy is an important part of financial planning. Through trusted partnerships, we connect clients with estate planning resources that help establish trusts, protect assets, and ensure their wishes are carried out for future generations.
Financial Education & Guidance
Education is at the heart of what we do. We believe clients should understand their finances, not just be told what to do. Our goal is to help individuals and families gain the knowledge and tools needed to improve their income, manage their finances wisely, and make confident financial decisions.
How Can We Serve You?
Every financial situation is unique. If you're unsure where to begin, we're here to help. Connect with us to discuss your goals and learn how we can support you in building a stronger financial future.
Guided by Experience. Driven by Purpose.
Meet the Founders
PangNhia "PT" & Derrick Burke
Advocates for Financial Education & Holistic Planning
PangNhia and Derrick Burke are the founders of PNT Financial Services, a firm built on the belief that financial guidance should be accessible, educational, and centered around the real needs of individuals, families, and business owners.
With over 20 years of experience in accounting and financial operations, PangNhia has spent much of her career helping people better understand their finances. During her time as a Director of Human Resources, she saw firsthand the disconnect that often exists between employer-provided benefits and employees’ understanding of how to truly use them to protect their financial future. Coming from humble beginnings herself, she became passionate about helping others gain the financial knowledge and resources needed to build stability and confidence in their financial decisions.
Derrick brings more than 15 years of experience in tax preparation, working closely with individuals, families, and small business owners navigating the complexities of the tax system. Over the years, he has seen how costly financial mistakes can happen simply because people were never taught how taxes really work. That experience inspired his commitment to helping the community we serve better understand their taxes and make more informed financial decisions.
Together, they created PNT Financial Services to offer a more holistic approach to financial guidance—helping clients navigate taxes, protection planning, healthcare coverage, and estate planning while ensuring they understand how each piece works together.
Outside of their professional work, PangNhia and Derrick enjoy traveling, exploring new places, and spending time with their three fur babies of all sizes—Ace the Chiweenie, Raider the Great Dane, and Chyna, their Mastiff/Bully mix.
Because we believe financial knowledge should be shared freely to empower others to make confident decisions about their future.
Why Clients Trust PNT Financial Services
Kamran Zohoori
Jam and Pang Nhia really made my bookkeeping such an easy process. No more late nights when Im done with work trying to track all my expenses. Now every month is closed out and my accountant loves that they deliver exactly what he needs to file my taxes.
Cecilia Vazquez
As someone who is first-generation learning about finances and investing, I truly appreciate Mrs. Burke’s guidance. She is knowledgeable, thorough, and very genuine. If she doesn’t know something, she will find the answer, and she always takes the time to explain things in a way that makes sense.
Lisa Lee
Mrs. Burke was recommended to me and since then, I have also recommended her to my friends and family for insurance needs. She is very thorough and extremely knowledgeable. I would most definately keep on referring her.
Let’s Start the Conversation
Your financial journey doesn’t have to be navigated alone.
Whether you're exploring your options, planning for the future, or simply looking to better understand your finances, we're here to guide you with clarity, education, and support.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Mission Statement
Our mission at PNT Financial Services is to empower individuals, families, and small business owners through financial education and personalized guidance. We believe that understanding your finances is the foundation for building stability, protection, and long-term success.
By taking a holistic approach to financial planning and working alongside trusted professionals and strategic partners, we strive to simplify complex financial decisions and provide our clients with the knowledge, resources, and support needed to move forward with confidence.
Because we believe financial knowledge should be shared freely to help others build stronger financial futures.
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