401K Planning

Employer sponsored retirement plans, such as 401K’s are not all the same. At Burgos & Brein our experts will review your current retirement plan, determine your needs/goals and design a financial plan that is unique for you.
More >>

 

Annuities

Annuities are designed to be long-term investments and frequently involve charges such as income and death benefit rider fees, and surrender charges.
More >>

 

Estate Planning

Burgos & Brein partners with estate planning professionals who will work with you to ensure your estate is protected and distributed according to your wishes.
More >>

 

Estate Planning Attorneys

All adults should have an estate plan, which can include a last will and testament, trusts and advance directive such as healthcare power of attorney and living will.
More >>

 

Income Planning

The primary goal of retirement income planning is to have a steady source of lifelong income. Upon retirement, you will look to your portfolio to take over the job of providing you with a regular paycheck, but with an overwhelming number of options for saving and investing, managing your future finances can be difficult.
More >>

 

Investments

We believe you need to have guaranteed income streams you can count on to last your lifetime. There are many different ways to reach this objective. Together, we determine your specific needs and goals to help strategize a plan that is unique for you.
More >>

 

IRA and Retirement Plans

We offer a variety of retirement plan options including IRAs, business plans such as 401(k), SEP and SIMPLE IRAs, as well as 403(b) plans for non-profit organizations.
More >>

 

Life Insurance

Life insurance helps protect the ones who depend on you financially if you can’t be there for them and can be the foundation of financial security for you and your family.
More >>

 

Long Term Crisis Planning

Long-term care is America’s single largest health care crisis. It has and will continue to bankrupt middle-class families unless they plan ahead.
More >>

 

Medicaid Planning

Medicaid planning is the process of arranging a person’s finances to align them specifically with the Medicaid rules and regulations. The goal of Medicaid planning is to maximize the amount of benefits available.
More >>

 

Senior Retirement Planning

The estimated average cost of senior assisted living care is $3,500 a month. This amount doesn’t account for the more expensive senior care services, such as memory and Alzheimer’s care. 
More >>

 

Social Security

With some basic information from you, we can generate a customized report designed to help you make the best decision possible for when you should begin receiving Social Security benefits.
More >>

 

Supplemental Income Planning

Supplemental Income Retirement Plans provide tax-deferred savings and let you put away more for retirement beyond the basic retirement plan your employer offers.
More >>

 

Tax Planning

You will receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals.
More >>

 

VA Accredited Attorneys

Through our partnership with VA Accredited Attorneys, we offer a range of services, including evaluation of benefits and trust preparation services.
More >>

 

VA Benefits

The Department of Veterans Affairs suggests only about one-quarter of eligible veterans nationwide, and about 17 percent of eligible widows, are actually receiving aid.
More >>

 

VA Pension Assistance

There are no restrictions on how VA pension benefits can be used provided it is for the benefit of the veteran or their surviving spouse.
More >>