Guiding you to find clarity and peace in the complicated world of finance. Contact us to schedule a meeting, or give us a call to learn more.
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On December 23, 2022, with the clock ticking, Congress passed the SECURE 2.0 Act of 2022 as part of the Consolidated Appropriations Act, 2023, a $1.65 trillion omnibus spending package to keep the government running. The new retirement legislation, while not the game changer the original SECURE Act was, makes significant alterations to the retirement account rules. Click the button below to learn how it affects you.
At Burgdorf Wealth Managers, we simplify the complex world of finance for our clients. Many of them would rather be spending time with family, friends, or engaging with their communities and don’t have time to actively manage their long-term plans. They need a partner who will tell them the truth and who shares their values to live simply, work diligently, and give generously.
Retirement is all about protecting your nest egg through supplemental income and budgeting. Supplemental income includes qualified retirement plans, social security, personal savings, and investments. But how do you know if all of it is enough? That's our specialty. Our planning tools and experience help to clarify this question to give you confidence to live the joyous and generous retirement life you've worked for.
Ed Slott and Company is an informative source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. As member of Ed Slott's Elite Advisor GroupSM , Burgdorf Wealth Managers gets first-hand advisor advice and insight to benefit our customers. Check our blog page for exclusive Ed Slott content on your journey towards financial literacy.
Ed Slott’s Elite IRA Advisor GroupSM is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice.
At Burgdorf Wealth Managers, our services are designed to get you where you're going so you can spend more time with your family, friends, and community, and less time wading through financials.
Wealth Management is all about preserving and growing your wealth to make sure you are on track with your future goals.
Considerations for everything including college and other life events, income planning, estate planning, and cash flow analysis.
Retirement Income strategies are our specialty. It's where you transition from building your nest eggs to withdrawing them in order to maintain your lifestyle.
Assembling a plan to help protect you and your loved ones from the negative impacts unforeseen circumstances could have.
Whether it's college investment plans including, 529s or custodian account plans, you're in good hands with our education planning services.
Estate planning clients can expect a comprehensive approach that considers all the tools: wills, trusts, and advanced directives.
At Burgdorf Wealth Managers, we started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We still have a passion to clearly understand your financial concerns, long term dreams, and help clients reach their goals.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
GET YOUR RISK NUMBER
See your full financial picture and make better decisions about what matters. Asset-Map is a tool that allows us to visualize your complete financial inventory and track progress on financial goals on one page. With intuitive mind map-like diagramming, you can see and understand your finances like never before and as a result, make better decisions about your financial future.