Burks Financial Management is a financial services firm committed to helping clients achieve their long-term goals.
We offer a wide range of financial products and services to individuals and business owners.
Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to achieve financial success.
Avoid costly financial shortfalls. Contact us today!
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
