4600 Marriott Drive
Raleigh, NC 27612
  • (919) 667-4725
  • (877) 450-6353


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  Planning for the Future...


At Burks Financial Management, we believe that a financial plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Burks Financial Management comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.

The process I follow in completing a total financial plan consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  1. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  1. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

We're looking forward to using our expertise to help you pursue your financial goals.