Welcome to Your Stress-Free Retirement
The Team at Burgess & Associates, LLC. is available to help guide you through planning for your retirement. We focus on YOUR GOALS, YOUR DREAMS, YOUR LEGACY. We develop options for YOU to evaluate. Your goal is our objective.
You have worked hard for your money, develop a plan that will allow you to enjoy it the way you have dreamed.
Retirement can give you the time you desire to enjoy your favorite hobbies. Make sure you have the funds to support those enjoyable activities.
Plan ahead for the care you deserve. Explore options to live the way you have determined is best for you and your family.
No obligation consultation
We invite you to explore the variety of options for planning for retirement. Schedule to meet with our retirement specialists to develop a roadmap to a stress-free retirement.
Individual Retirement Accounts
*Earn a premium bonus and increase your account value on the first day!
*Reduce/defer your federal income taxes!
*Earn and keep stock market gains, not losses!
*Earn a guaranteed interest rate!
*Avoid probate costs and delays!
What We Do
Today's Planning for Tomorrow's Dreams
Burgess & Associates, LLC are not CPA’s, therefore cannot offer tax advice. Please consult your tax advisor for clarification on IRA contributions and other tax-affiliated questions & concerns.
Burgess & Associates are not Lawyers. Our trusts are reviewed by our Trust officers and our Lawyer, we offer no legal advice.