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
“The best way to predict the future is to create it.” – Abraham Lincoln
My husband and I put off retirement savings because we thought there was no way we could afford it. With multiple kids, daycare, sporting costs,
Retirement can be a joyful and scary prospect. Head into Retirement with Confidence! Planning for the long-term Sustainability For many people, the thought of
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.