Privacy Policy

Who we are

Our website address is:

By using the web site you represent that you have read this Policy and consent to the use of personal information collected by Burgess & Associates, LLC as described in this Policy. Burgess & Associates, LLC may make changes to this Policy by posting the revised Policy on this web site. Please review the most current Policy with each visit. Using the web site after any change to the Privacy Policy will be deemed as consent to the change.

The web site contains copyrighted material owned by Burgess & Associates, LLC. Visitors may not modify, publish, adapt, or in any way exploit the content without the prior written permission of Burgess & Associates, LLC.

What personal data we collect and why we collect it


When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: After approval of your comment, your profile picture is visible to the public in the context of your comment.

Contact forms


If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These cookies will last for one year.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. Burgess & Associates, LLC does not review or control each linked site. Visitors must be familiar and comply with all such terms and policies when using linked sites. Burgess & Associates, LLC is not responsible for the policies and practices of any linked site, or any additional links contained in them.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.


How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

What rights you have over your data

If you have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.


This Web Site is provided without warranty or condition of any kind including availability, reliability, timeliness, or usefulness of the content.

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. 

© All rights reserved Burgess & Associates. LLC 2019