Insurance

Planning

Insurance Options

Worry Free Protection

Why you need Insurance...

Insurance provides a safety net for both yourself and those you love. There are many plans available, and most can be customized to fit your specific needs.

Long-Term Care

Offers flexible options for staying at home, hiring care-givers, adult day-care, and other care options.

Life Insurance

Choose between whole life, which accumulates, or term life for protection and to cover life’s expenses for those you love.

Life Happens, Be Prepared

"Burgess and Associates help after my husbands death was above and beyond my expectations. I could not have navigated all of the paperwork without their help. I highly recommend them."

Connie Wood

Retired

Prepare for the Unexpected

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.