Retirement Planning

Welcome to Your Stress-Free Retirement

The Team at Burgess & Associates, LLC. is available to help guide you through planning for your retirement. We focus on YOUR GOALS, YOUR DREAMS, YOUR LEGACY.  We develop options for YOU to evaluate. Your goal is our objective. 

Travel

You have worked hard for your money, develop a plan that will allow you to enjoy it the way you have dreamed.  

hobbies

Retirement can give you the time you desire to enjoy your favorite hobbies. Make sure you have the funds to support those enjoyable activities. 

long-term care

Plan ahead for the care you deserve.  Explore options to live the way you have determined is best for you and your family.

No obligation consultation

We invite you to explore the variety of options for planning for retirement.  Schedule to meet with our retirement specialists to develop a roadmap to a stress-free retirement. 

Meeting Process

Individual Retirement Accounts

*Earn a premium bonus and increase your account value on the first day! *Reduce/defer your federal income taxes! *Earn and keep stock market gains, not losses! *Earn a guaranteed interest rate!
*Avoid probate costs and delays!

Retirement Planning

What We Do

Pre-Retirement Planning

Our team will discuss your retirement goals and put together options we call road maps to help you turn those goals into reality.

Post-Retirement Planning

A custom plan will help you keep and grow your hard-earned money, even after retirement. Let us help your money grow!

Annual Adjustments

Client care is what makes Burgess & Associates, LLC. stand out! We strive to make our focus client-centered. Each year, or whenever desired, we will meet to discuss updates or changes to get our clients the most opportunities available.

Planning for retirement was intimidating. The team at Burgess offered us so many options to choose from that fit our needs. They really listened to our goals, and followed through with amazing personal care and detail.
Keith and Sherry
Retired

Today's Planning for Tomorrow's Dreams

Phone

(417) 379-2157

info@burgessassoc.com

Heather@burgessassoc.com

3809 S. Greystone, Suite A

Springfield, MO.

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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. 

Services

Company

  • (417) 581-8220
  • info@burgessassoc.com
  • 3809 S. Greystone Court, Suite A Springfield, MO 65804

© All rights reserved Burgess & Associates. LLC 2019 Privacy Policy

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