Burgdorf Wealth Managers: Financial Services

How We Work

For a Thriving, Generous Retirement

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 complexities. We treat clients with dignity, respect, and attentiveness, no matter where they are in life.

Wealth Management

Wealth management is about preserving and growing your wealth. We follow the Advanced Time Segmentation® methodology, which prioritizes stability and risk mitigation. When you work with us, expect tailored plans, organized processes, cutting-edge tools and more.

Insurance & Asset Protection

Preparing for the unexpected can be difficult, but a plan can help reduce stress. We'll identify risks, then discuss a variety of options to help protect you and your loved ones. Insurance can be a difficult subject, but you and your family will rest easy knowing there's a plan in place.

Financial Planning

A financial plan should consider every part of your financial situation. Our plans are designed to give you clarity for the present and confidence for the future. You'll get education in basic financial literacy and a personalized roadmap to help you prepare for life’s uncertainties.

Retirement Income Planning

The transition from saving and building your nest egg to withdrawing on it to maintain your lifestyle can feel abrupt, but we can help. We’ve used Advanced Time Segmentation® methodology to help hundreds of clients rest easy knowing they're prepared for the years ahead.

Education Planning

It's no secret college tuition is constantly on the rise. But sending your young ones off doesn’t have to be consumed with worry about how you'll pay. We'll present you with a variety of options so when the time comes, you can embrace college as the exciting new chapter it is.

Estate Planning

Our approach considers all the tools and strategies that could go into your legacy plan, from trusts to charitable giving to conflict mitigation. We ask the important questions so you don’t leave the details for your family to parse during their grief, or worse, for the courts to decide.

Transparent Planning & Consulting Costs

The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.

If a comprehensive plan is warranted, our normal hourly fee is $200 but is capped at $2000 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.

If investment services are necessary, Mark will disclose any additional costs at that time.

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Frequently Asked Questions About Financial Services in Fairview Heights, IL

Here are our answers to common questions about our services, planning process, and how we help families reach their life and legacy goals.

What financial services does Burgdorf Wealth Managers offer in Fairview Heights, IL?

Burgdorf Wealth Managers provides financial services in Fairview Heights, IL, including wealth management, financial planning, retirement income planning, insurance and asset protection, education planning, estate planning, and Social Security analysis. Our services are designed to help individuals and families simplify important financial decisions, organize the moving pieces of their financial life, and build a plan rooted in what they value.

We also offer family-focused resources like Kids Eat Free, Carefull, and Legacy Stories to help clients care for loved ones, protect their assets, and preserve stories that matter most. This holistic approach helps ensure everything works together toward your goals.

Who do you work with?

Burgdorf Wealth Managers works with individuals, families, pre-retirees, retirees, and business owners in Fairview Heights, IL, the surrounding Metro East communities, and across the US. We also work with clients who are temporarily based outside of the US.

Whether you are preparing for retirement, managing wealth, caring for loved ones, or thinking about your legacy, our team helps you approach each decision with clarity, dignity, respect, and attentiveness.

How can a Fairview Heights financial advisor help with retirement income planning?

A Fairview Heights financial advisor can help you create a retirement income strategy designed to support your lifestyle, manage risk, and prepare for changing needs over time.

At Burgdorf Wealth Managers, we help clients evaluate income sources, Social Security, investments, inflation, risk tolerance, and long-term goals. We also use Advanced Time Segmentation® methodology to help clients think through how their assets may support them through different stages of retirement.

Can Burgdorf Wealth Managers help me decide when to claim Social Security?

Yes. Burgdorf Wealth Managers provides Social Security analysis to help clients understand how claiming decisions may affect their broader retirement income plan.

With Registered Social Security Analyst® certification, our team helps you evaluate your options and think through your claiming strategy in the context of your income needs, investments, taxes, and long-term retirement goals.

What makes Burgdorf Wealth Managers different from other financial advisors in Fairview Heights?

Burgdorf Wealth Managers combines comprehensive financial guidance with a values-based approach rooted in stewardship, generosity, service, and honesty.

Clients can expect practical advice, clear explanations, personal attention, transparent planning costs, and a planning process designed to simplify the complexities of wealth. Our goal is to help families prepare for a thriving, generous retirement while staying grounded in what matters most.

Do I need a financial advisor if I already manage my own investments?

You may still benefit from working with a financial advisor, even if you already manage your own investments. Financial planning involves more than choosing investments. Our advisors help clients look at the bigger picture, including retirement income, risk protection, estate planning, taxes, Social Security, family goals, and how each decision fits into a long-term plan.

How much does financial planning cost at Burgdorf Wealth Managers?

The initial appointment with Burgdorf Wealth Managers is complimentary. If a customized financial plan is appropriate, the normal hourly fee is $200 and is capped at $2,000 for the initial plan.

The plan may include clear action steps related to budgeting, cash flow, tax planning, estate planning, retirement projections, insurance analysis, investment recommendations, and college savings planning. If investment services are needed, any additional costs are disclosed before moving forward.

Where is Burgdorf Wealth Managers located?

Burgdorf Wealth Managers is located at 6001 Old Collinsville Road, Building 2, Suite A, Fairview Heights, IL 62208.

Our team serves clients in Fairview Heights and nearby Metro East communities with personal financial guidance designed to help simplify complexity and support long-term goals.

Maximize Your Social Security Benefits

Retirement is a big life transition. At Burgdorf, we specialize in guiding you through this shift with the Advanced Time Segmentation® methodology. With our Registered Social Security Analyst® certification, we offer Social Security advice to optimize your claiming strategy. We'll show you how to maintain a nest egg so it can last through the joyful and generous retirement years ahead.

This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.

Ready to Maximize Your Benefits?