Our Services

We are a full-service wealth management firm committed to helping motivated individuals pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. With our financial guidance, you will be able to put your financial goals into focus and make sound decisions in pursuing your dreams.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services

• Financial analysis
• Investment management
• Retirement strategies 
• Estate conservation
• Qualified plans (Profit sharing plans, 401k plans, SEP, Simple)
• Insurance and annuity products
• Tax planning
• Tax return preparation through Cindy J. Burke LLC
• Accounting services through Cindy J. Burke LLC
• Compilation of financial statements through Cindy J. Burke LLC

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so we can offer a variety of choices to fit each individual's needs.