CONNECT

Address:

4600 Marriott Drive
Raleigh, NC 27612

Phone:

(919) 667-4725

Fax/Other:

(877) 450-6353

What We Offer

 

 

Burks Financial Management, LLC offers customized financial planning and advice in the following key areas:

  • Financial planning, investment planning, retirement planning, risk management, estate planning and conservation, and education funding.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough for a specific goal?
  • Will my money last or withstand inflation?
  • Do I have the right amount of life insurance?
  • Do I have the necessary documents to avoid probate and protect my estate?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • What is the best way to save for college?
  • How do I save for my kid's college education?

We can provide a wide range of financial services to individual investors, including:

  • Financial planning 

    Creating a customized financial strategy that make you feel confident in your objectives. Providing solutions that tailor to your vision. Monitoring your strategy to keep it on track.

     
  • Investment Planning

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.
  • Retirement planning 

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Risk and Insurance Planning

    Identifying the best policy for your lifestyle.  Reviewing existing insurance policies. Recommending policy changes when appropriate.
  • Estate Planning and Conservation

    Helping with strategies to preserve your estate for your intended heirs. Potentially reducing exposure to estate taxes and probate costs. Coordinating with tax and legal advisors. 

     
  • Education Planning

    Recommending investment and accumulation strategies to help you pay for your children's education. Helping with expected cost of education. Knowing the available 529 plans.