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. Clients come to us from a variety of backgrounds, each with their own unique circumstances, resources, and levels of financial literacy. We treat them all with the same dignity, respect, and attentiveness. We don't prioritize service based on investable assets or according to what stage you are in in developing your nest egg. Our process is designed to meet you where you are. Our services are designed to bring simplicity and clarity to your financial life.
Wealth Management is all about preserving and growing your wealth. Through regular review meetings we'll ensure you're on track and working towards goals. We'll make sure your portfolio stays up-to-date according to your changing needs. Effective wealth management requires ongoing due diligence and monitoring. We follow Advanced Time Segmentation® methodology and we believe strongly that stability and risk mitigation are keys to any wealth management strategy. Our clients can expect tailored plans, organized processes, evaluation of alternatives, cutting-edge tools and more. Read more about our approach here.
Financial Planning includes considerations for everything including college and other life events, income planning, estate planning, and cash flow analysis. It's holistic services designed to give you confidence for the long-term, and clarity for the present. You'll get education in basic financial literacy and a road map that's specific for your circumstances. It's a great way to facilitate comprehensive preparedness for all life throws your way.
Retirement Income Strategies are our specialty at Burgdorf Wealth Managers. It's where you transition from saving and building your nest egg to withdrawing on it to maintain your lifestyle. It can feel like an abrupt change for some, but we're here to help. This is why we believe so strongly in the Advanced Time Segmentation® methodology. It's built specifically for this transition. We've helped hundreds of clients rest easy knowing they're prepared. We'll show you how to maintain a nest egg so it can maintain you through the joyful and generous retirement years ahead. Read more about Retirement Income Planning here.
Preparation for the unexpected can be difficult. But a comprehensive plan is always a weight off your shoulders. Through this process we'll identify risks that could hurt your financial situation. We'll then assemble a plan with you to help protect you and your loved ones from the negative impacts unforeseen circumstances could have. We discuss a variety of insurance coverage including disability, life, and long-term care. It's a difficult subject to talk through, but you and your family will rest easy knowing there's a plan in place.
It's no secret college tuition is constantly on the rise. But sending your young ones off shouldn't be a time consumed with worry about how you'll pay. There are a variety of ways to plan for that event and Burgdorf can help you chart a course. Whether it's college investment plans including 529s or custodian account plans you're in good hands with our education planning services. We'll present you with a variety of options so when the time comes, you can embrace it as the exciting new chapter it is.
Estate planning clients can expect a comprehensive approach that considers all the tools: wills, trusts, and advanced directives. We'll discuss tax strategies, probate, and charitable giving scenarios. Should your plan include succession? What happens to your life insurance policy? How can you mitigate family conflict? These are all important questions when it comes to planning your legacy. These details don't have to be left for your family to parse during their grief, or worse, left to the courts to decide. Having a plan can ease this transition.
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 $200.00 but is capped at $1500.00 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.