Services for Individuals
We cover
your
assets.
If you’ve built your legacy, we can protect it. You’ve worked hard for it, and we can show you how to keep more and grow more, while working less. Beyond taxes, we offer Personal Financial Forecasting to build your envisioned future. Read more to learn why Estate Planning Services are a hallmark of the Burkhalter Advantage.
Setting up a new estate?
We’re here to help answer your questions…
- How much risk should I take to reach my goals?
- Will I have enough money to retire?
- How can I save for my children’s education and save for retirement too?
- Are there ways to minimize taxes on accumulated wealth?
- Should I convert to a Roth IRA?
- What impact does social security have on my tax situation?
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.
Financial Forecasting
Get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.