Our firm puts faith-based principles into action to help you find clarity and confidencein the complicated world of finance.
Schedule Meeting | Give Us a Call (888) 771-7583
Introducing our video series, "Minute on Wealth," thoughtfully curated to deliver concise and knowledgable financial guidance. Crafted by our team, these videos present invaluable perspectives and practical suggestions to assist you in reaching your financial goals. Elevate your financial literacy to help make confident choices about money management and your financial future.
Our Growth Plan Strategies (GPS) initiative empowers current clients to recommend their adult children for a complimentary financial consultation. This opportunity not only allows them to explore their financial portfolio but also helps ensure a seamless connection with a trusted partner for life. Take the first step towards securing a financially sound future for your family
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.
As SmartVestor Pros, we advocate for our clients to embrace Dave Ramsey's well-established approach to debt elimination and wealth creation known as the "7 Baby Steps." Throughout this journey, we will assist you in directing your energies efficiently towards achieving substantial advancements in your short, medium, and long-term financial objectives.
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 can count on 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 pursue 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.
*Dave Ramsey, the above-mentioned professional, is not affiliated or registered with Cetera Advisors LLC.
*Working with an advisor who is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera and Burgdorf Wealth Managers Financial Advisors and is not sponsored or endorsed by Cetera nor Burgdorf Wealth Managers Financial Advisors.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.