Since 2006, we have helped create programs and portfolios to meet long-term financial goals. Have questions about taxes, retirement, and/or estate planning? One professionals would be glad to help.
We start by clarifying and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an strategy designed to meet your risk tolerance and retirement needs.
Seasoned professionals with finance experience, 55 years in total. We help you guide both smooth and uncertain market conditions. We've been there, and "understand the weather".
We all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Burskey & Associates view clientele as a valued partnership. They receive individual personalized care, attention, insight and advice. Timely service, communication. The essentials of good client care.
What is it like to work with an experienced professional? Having served the financial serviced community since 1980.
The benefit of working knowledge.
Our firm has experienced the dot.com market bust, 9/11,financial crisis of 2008.
As well as the US economic recovery since 2009. Formal training/course work is an important qualification.
Through practical experience gives it clarity, direction and purpose.
Together we'll accomplish an educational process, a common sense approach. Chart a direction for you, your personalized plan, not a template.
A proactive approach. Solutions that secure your future. What will your tomorrow look like?
Retirement Planning with a purpose.
We offer a no charge initial consultation