CONNECT

Address:

4600 Marriott Drive
Raleigh, NC 27612

Phone:

(919) 667-4725

Fax/Other:

(877) 450-6353

Our Firm

Burks Financial Management is a financial services firm committed to helping people achieve their long-term financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.

Our firm is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, our customized financial plans can help you answer questions you have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • What are my 403(b), 401(k) and 457 plan contribution and distribution options?
  • Should I have additional retirement options, like a non-employer IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance? 
  • How much life insurance should I have?
  • Which life insurance option is best for my family? Whole, universal, term?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

When developing a customized financial plan, I will walk you through a step-by-step processthat is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.