Burskey & Associates, Retirement Planning Since 1980

Rodger@BurskeyAssociates.com
Mon. to Fri. 8:30am to 7:00pm ... Sat. upon request,

Phone:

Direct 586 438 7413

Fax:

voicemail 248 573 7073

Call today, 586.438.7413.direct

Burskey & Associates Retirement Planning Since 1980

Genuine Service, Knowledge and Experience

When can you retire, age 45, 50, 55, 65? It of course it starts with a plan. As expected, we'll have an interview, learning of your goal(s), your plan and how best to get there. We'll of course gather information, set objectives and right size expections with resources and a realistic timeline.

Initiiating the process is the most important step. Every goes smoothly from there on. Once we being, we review, manage and monitor to keep it on track. Very few things in life can unnsettle your plan once in motion. Why, how can that be? Built into the process, risk management and onging review. Regular revision keeps your plan on track with few or little surprises.

Realistic goals with a realistic timeline. You'll smle when you pay off your mortgage. You'll smile even more when your accumulations reach a point when "work become optional, and a choice". If offers imense peace of mind.

This is what retirement planning offers.

Its time for a conversation.

Direct 586 438 7413 - Hm Office 248 573 7073 Voicemail

Licensed and Insured

Newsletters

Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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