Appointment Process

ADDITIONAL INFORMATION

GETTING STARTED...

 

Contact us to schedule a COMPLIMENTARY MEETING WITH AN AGENT

 

MESSAGE

 

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Schedule time to 

SPEAK WITH AN AGENT

ON THE PHONE

 

(866) 949-7675

 

At Burgos & Brein, we want to guide you through the financial environment to assure you the retirement you expect to enjoy. As a full-service financial services firm, we provide the necessary planning to help you build a financial structure to stand the test of time.

 

First meeting – discuss your concerns and goals and review your financial documents, asset allocation and risk tolerance during this complimentary consultation.

 

Second meeting – review your personalized legacy and retirement plan. An estate plan will be created that helps allow you to avoid probate and pass your money to your heirs in the most tax-advantageous manner.

 

Third meeting – implement your personalized legacy and retirement plan.

 

Quarterly or annual meeting – evaluate strategies and give in-depth analysis.

 

 

Burgos & Brein is the leading financial advisor and retirement planning firm in Apopka, Clermont, Kissimmee, Lake Mary, Maitland, Ocoee, Orlando, Oviedo, Windermere and Winter Park specializing in long-term investments.

FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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