Don't just retire,

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. 

Our Services

Retirement Planning

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


Long-term Insurance to protect your assests. 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."
College Student, Aspiring Teacher

Things to Consider

Stay Safe!

Please adhere to CDC guidelines during this challenging time. We want everyone to remain safe and healthy. During this time, we will be limiting our

Secure Act 2020

INFORMATION TO HELP KEEP YOU INFORMED. On December 20, 2019 the Secure Act was signed into law.  Burgess & Associates,LLC. would like to provide you

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.