4600 Marriott Drive, Suite 140
Raleigh, NC 27612
  • (919) 667-4725
  • (877) 450-6353

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?


Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.


Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.


At Burks Financial Management, we believe 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 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 we 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;

  2. 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

  3. 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 experience and knowledge to help you build the Right Plan!