Working With Us

ADDITIONAL INFORMATION

At Burgos & Brein, we believe retirement planning is a personal business that requires mutual respect, understanding and trust. We will work with you to help make the best financial decisions possible for your future.

 

We design strategies that secure wealth and reduce risk, while also assisting in all of the necessary legal estate planning, including trusts and power of attorney documents to help provide composure as your assets grow.

 

In today’s difficult financial world, information is power. Burgos & Brein strives to focus on our clients’ education over transactions.

 

We offer a complimentary, no obligation risk assessments, providing you a third-party analysis of your current investments, personalized income projections, and ideas for immediate implementation.

 

We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.

 

We encourage all prospective clients to first attend one of our complimentary informational presentations – these programs are an excellent opportunity to learn more about current financial issues faced by retirees and those approaching retirement.

 

Upcoming Informational Programs >>

 

Tools & Knowledge

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

 

1. IRA/401(K) Rollovers
2. Asset Protection
3. Social Security Income Analysis
4. Lifetime Income Planning
5. Wealth Management
6. Long-Term Care Solutions
7. Estate and Legal Planning
8. Wealth Transfer Strategies
9. Income Planning
10. Tax Services

 

 

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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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Burgos & Brein and our editorial staff. View Full Disclaimer.