Financial Services

Over the last several years, it has become apparent to me that my clients are becoming increasingly concerned about developing a secure financial future. Not only are people interested in minimizing their income tax bill, but they have also been looking for advice on how to accumulate money for college education and retirement as well as planning for the passing of their estates.

As a result, Burgess & Associates, PC now offers a full line of independent financial services and products. We have the capability to create and monitor a sound retirement plan for small businesses and individuals that incorporates health and life insurance needs, as well as tax deferred plans such 401(k)s and IRAs. Our in-house financial advisor, Charles Roe, CPA, will be happy to set up a free half hour consultation with you to go over any of the services offered below in greater detail.

Retirement Planning for Individuals and Small Businesses

• IRAs
• 401 (k) Plans
• Pension/Profit Sharing Plans
• SEPs
• Simple Plans

Investments

• Mutual Funds
• Stocks and Bonds
• Fee-Based Asset Management Services

Education Planning

• 529 Plans
• Coverdell Education IRAs

Insurance

• Term, Variable, and Universal Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Health

Guaranteed Income

• Fixed and Variable Annuities

Small Business

• Group Medical, Dental, and Life
• Buy/Sell Strategies
• Key Man Insurance
• Executive Benefits

Financial and Estate Planning

• Comprehensive Financial Plans
• Insurance Needs Analysis
• Business Ownership Succession Plans
• Charitiable Remainder Trusts