Burgos & Brein was founded by Gabriel Burgos.  After several years in the financial service industry, Gabriel decided to branch out on his own to be able to service his clients more efficiently.  As an independent firm, Burgos & Brein offers a broad range of financial resources to clients without bias to any one company or product, which allows them to truly focus on their clients’ needs and goals.

 

At Burgos & Brein we believe that tax planning strategies, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income levels.  Because many people regard financial strategies as complex and confusing, they often miss out on many financial opportunities which in turn prevent them from reaching their goals.

 

Burgos & Brein takes the stress out of the intricate task of planning for one’s financial future by doing all the heavy lifting.  Throughout every step of the way they pride themselves on making a strong commitment to the financial success of their clients and building long-lasting, trusted relationships.

 

Tools & Knowledge

We have the tools and knowledge necessary to help you achieve your financial goals for retirement.

 

• IRA / 401(k) Rollovers
• Asset Protection
• Social Security Income Analysis
• Lifetime Income Planning

• Annuities
• Wealth Management

• Medicaid Planning

• VA Pension Assistance
• Long-Term Care Solutions
• Estate and Legal Planning
• Wealth Transfer Strategies

• Life Insurance
• Income Planning
• Tax Services