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