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.
Things to Consider
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
The new year brings the opportunity to plan for the future with renewed vigor. 2020 promises to be a year of prosperity as well as
As the end of the year approaches, it is an ideal time to begin looking toward the future and your short and long term retirement
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.