Customized Reports

ADDITIONAL INFORMATION

Burgos & Brein provides each client with custom reports based on their specific information and individual needs.

 

Social Security Maximize Income

This report illustrates how you can maximize Social Security benefits.

 

Lifetime Income Planning

This report will address the fear about outliving your income. We will design an income plan that will address maximum lifetime income. 

 

Annuity Policy Review

This review is specifically designed to address the needs of variable annuity policy owners. The Annuity Policy Review lays out the costs associated with variable annuities and how these fees can impact your retirement.

 

Multi-Generational IRA Report

This report is designed to create an income plan that allows the taxes on IRA distributions to be spread over three generations.

 

Rule of 100

This report provides a quick snapshot of how much your investment accounts should be exposed to risk and loss based on your age.

 

2nd Opinion Tax Analysis

A comprehensive review of your prior-year tax return prepared by a tax specialist.

 

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 offering customized investment reports.

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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