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.