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
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
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
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.