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Kids Eat Free

Help Your Family Make Smarter Financial Decisions

Our Kids Eat Free campaign allows current clients to refer their adult children for a complimentary financial consultation, no matter where they are on their journey.


The consultation will focus on exploring their financial opportunities to build the future they desire. Through this discussion, we hope to connect the next generation with a professional they can trust for life.


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Legacy Planning Isn't Just for the Wealthy

Everybody's legacy deserves a plan. No matter where your adult children are starting from, it's never too soon to have intentional conversations about what you want your legacy to be. Legacy is more than net worth, and we’re here to help you begin the discussions that cement your values and beliefs, your goals and ambitions, your shared family history and everything else that makes up your legacy.

A Plan for Every Family

Starting Out

Beginning a financial journey can be daunting - a path forward can help your children focus on the steps to take now.

Building Wealth

Balancing the aspects of one's financial life can be challenging - a plan can show your children where to give and take.

Fostering Conversations

Start financial conversations with your children now - a multigenerational plan can last for generations.

Get Started

Do you know someone who could benefit? Recommend a family member or friend.

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An Hour Discussion to Focus on Exploring Financial Opportunities... But What’s Involved?

So your parent has referred you to our Kids Eat Free program. Now what? Here's what your complimentary consultation will look like.

Discuss Financial Goals for Your Life Stage

Together, we’ll discuss your financial goals and frame them within the context of your life stage.

Understand Your Current Financial Situation

We’ll dive into your unique financial situation, including your income, expenses, debt, and more.

Explore Opportunities for Your Financial Future

Once we understand where you are now, we can begin tracking opportunities to get you to your goals.

Simplifying the Complex, so You Thrive in Your Planned Retirement

We base our recommendations on each client's goals and risk tolerance. Then, we craft a plan that removes complexities and puts them on a good course. Our firm puts faith-based principles into action to help people find clarity and confidence on their path to retirement.

Four Foundational Promises To You

We started over 30 years ago with one client, a simple office, and a passion for understanding each client’s financial concerns and dreams. This passion led us to establish four foundational principles built upon our commitment to honor God and serve His people. We are humbled that our clients have entrusted us with over $250m in assets and we are thankful these promises help them find the confidence they need in their wealth.

Independent & Objective

We're committed to doing things differently. We've aligned ourselves with a parent company that supports our independence and allows us to prioritize your best interests.

Comprehensive Planning

Your wealth deserves a comprehensive strategy. That's why we take the time to understand all we can about your goals and timelines. Never settle for cookie-cutter solutions.

Platinum-Level Service

We have made it a priority to have enough administrative support. This way clients at all asset levels feel like they are our top concern and receive Platinum-level service.

Commitment to the Cutting-Edge

We put a significant part of our budget into ensuring you have access to world-class money managers, top-end planning tools, and cutting-edge asset-visibility and management tools.

Come Grow With Us

Live simply. Work diligently. Give generously. That describes our approach as a faith-based firm. If you share similar values, Burgdorf may be a good fit for you.

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