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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.

Insurance

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."
Mikhala
College Student, Aspiring Teacher

Things to Consider

Equity-Indexed Fixed Annuity

There are two basic types of annuity contracts – Fixed and Variable. Both include a variety of contribution and payout options. This blog will focus

thought for the day

“The best way to predict the future is to create it.” – Abraham Lincoln

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. 

  • (417) 379-2157
  • info@burgessassoc.com
  • 3809 S. Greystone Court, Suite A Springfield, MO 65804