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Burgess Financial Planning: Your Trusted Financial Partner
Burgess Financial Planning is a premier financial advisory firm that offers expert and personalized financial planning services to clients. With a team of experienced and knowledgeable advisors, they provide exceptional guidance and support to help clients achieve their financial goals. Founded in 2005, Burgess Financial Planning has been committed to delivering top-notch financial solutions and strategies to help clients secure their financial future.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial planning services tailored to the client’s unique needs and goals
– Provides expert advice and guidance on investments, retirement planning, tax planning, and more
– Offers a holistic approach to financial planning, taking into consideration all aspects of the client’s financial life
Facts and Insights:
Assets Under Management: $500 million (as of 2020)
Number of Advisors: 10
Time in Business: 15 years
Financial Services Offered:
– Investment Management: Burgess Financial Planning offers a range of investment management services, including portfolio analysis, asset allocation, and investment selection.
– Retirement Planning: Their team of experts can help clients create a solid retirement plan that takes into consideration their income needs, risk tolerance, and financial goals.
– Tax Planning: With extensive knowledge of tax laws and regulations, the advisors at Burgess Financial Planning can help clients minimize their tax burden and maximize their after-tax returns.
– Estate Planning: Through various estate planning strategies, they help clients protect and preserve their wealth for future generations.
Client Types:
– High Net Worth Individuals: Burgess Financial Planning provides customized financial planning and investment management services to high net worth individuals, helping them grow and manage their wealth.
– Business Owners: The firm offers specialized services for business owners, including succession planning, pension planning, and employee benefit programs.
– Retirees: By providing expert retirement planning services, Burgess Financial Planning helps retirees maintain their lifestyle and enjoy a stress-free retirement.
Fees & Compensation:
Burgess Financial Planning charges clients based on a percentage of their assets under management, with a minimum fee of $2,500. They also offer hourly and fixed-fee services for specific financial planning needs. As a fee-only firm, they do not receive commissions or any other form of compensation for recommending financial products, ensuring that their advice is always in the best interest of the client.
Background:
The founder of Burgess Financial Planning, John Burgess, has over 30 years of experience in the financial services industry. With a team of experienced advisors by his side, he has built a reputation for providing expert and trustworthy financial advice to clients. Burgess Financial Planning has received numerous awards and recognitions for their exceptional services, including being named one of the top wealth management firms in the country by Forbes.
Financial Advisor Disclosures to Know:
– Burgess Financial Planning is a fee-only firm, meaning they do not receive commissions for selling financial products.
– They have a strict fiduciary duty to act in the best interest of their clients and always provide unbiased and transparent advice.
– Burgess Financial Planning has a clean record with no disciplinary actions or regulatory sanctions.
In conclusion, Burgess Financial Planning is a reputable and reliable financial advisory firm that offers personalized and comprehensive financial planning services. With their expertise and dedication to serving their clients’ best interests, they have helped numerous individuals and families achieve their financial goals and secure their future. If you are looking for a trusted financial partner, Burgess Financial Planning is definitely a firm to consider.