Burgess and Associates, LLC

JUNE IS ANNUITY AWARENESS MONTH!

Don’t just retire,
Retire STRONG!

Welcome to Planning for Your Future.

Our objective is to help plan today’s goals to meet tomorrow’s dreams. Let our experienced team introduce road maps to financial independence that will allow you to maintain a comfortable and stress-free retirement.

Helping Our Clients Set Attainable Goals Click Here

Working to Turn Your Goals Into Reality Click Here

Protecting Your LegacyTrusts and Estate Planning to protect those most important to you.Click Here

Our Services

Retirement Planning

Combining Long Term Goals into a plan to enjoy a comfortable and sustainable retirement.

Insurance

Long-term Insurance to protect your assets. Life Insurance to protect your loved ones.

Trusts and Estate Planning

Securing your legacy for those you love. Creating a plan for your hard-earned assets.

“Burgess & Associates helped me set up an annuity so I can begin saving for my future.”

Mikhala
Newly married, beginning her career, planning for her future.

Things to Consider

Burgess & Associates, LLC are not CPA’s, therefore cannot offer tax advice. Please consult your tax advisor for clarification on IRA contributions and other tax-affiliated questions & concerns.

Burgess & Associates are not Lawyers. Our trusts are reviewed by our Trust officers and our Lawyer, we offer no legal advice.

Services

Company

(417) 379-2157
hcalhoun_burgessassoc@yahoo.com
3809 S. Greystone Court, Suite A Springfield, MO 65804

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