In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.
In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.
» Required Fields
| Branch office (by appointment only) |
|
4600 Marriott Drive, Suite 140
Raleigh,
NC
27612
|
| Phone: (919) 667-4725 | • | Fax: (877) 450-6353 |
| www.burksfinancial.com | • | askburks@burksfinancial.com |
|
Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC) Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states: We are licensed to sell Insurance Products in IL,MI,NC,VA. We are registered to sell Securities in CA,IL,MD,NC,NV,VA. Burks Financial Management, LLC is not a subsidiary of nor controlled by Voya Financial Advisors, Inc. [ Online Privacy Policy | Privacy Promise ] |