OUR SERVICES
Building a Better Future: Retirement Planning
We work with family-focused achievers who have built their wealth through hard work but still face uncertainty about the future. They want clarity, confidence, and the freedom to fully embrace retirement.
Our Process
Retirement should be about moving forward, not looking back in doubt.
That’s why our promise is simple: we provide a clear path ahead. We don’t just hand over financial plans; we build custom strategies that honor the hard work and sacrifices our clients have made. We take the time to understand what truly matters to them—whether it’s traveling, spending more time with family, giving back, or simply knowing they’ll never have to worry about money.
Our approach is rooted in transparency, proactive planning, and an unwavering commitment to their success. More than anything, we go beyond what we’re paid for, offering the extra guidance, insights, and reassurances that help our clients feel secure. Because at the end of the day, retirement isn’t about numbers—it’s about living with confidence, clarity, and the freedom to enjoy everything they’ve worked for.
Income
• Inflation
• Withdrawal Strategy
• Written Income Plan
Investments*
• Risk Analysis
•Fee Analysis
• Tailored Portfolio
Taxes*
• Roadmap to 100% tax-free income
• Suggested Annual ROTH conversions
Social Security
• Exact day and year to draw Social Security to get the most out of the system
So, What Are Your First Steps?
Ready to get your financial planning underway? Here are your next steps:
- After reviewing our site, contact us to arrange an introductory meeting.
- We’ll get to know you and your finances and your financial goals in about 45 minutes.
- At the second meeting, we’ll map out a blueprint for you to get on the right track to meet your goals, and we’ll provide a firm quote for how much our services will cost. We’ll go over everything in detail. Ask any questions you may have.
- When your plan is finalized, you’ll have everything you need to take action to grow into your financial dreams. If you’d like help implementing your plan, our team is also readily available to help.
Remember: A good plan is never fully complete. Many of our clients continue to use our services for regular review meetings or to ask any questions or bring up any concerns they may have along the way.
*Investment advice is provided by Burgess Investment Group, LLC, a Registered Investment Advisor in the state of South Carolina.
*We are not a CPA. Data provided should not be taken as tax advice. Please consult with a CPA before taking action on tax proposals provided.
