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.

Click on the 'Contact Us' button for a complimentary in-office consultation.  We look forward to helping you build the Right Plan! 

 

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