Financial Planning
As a Chartered Retirement Planning Counselor (CRPC), Jeff has earned a designation from the College for Financial Planning that signifies specialized knowledge in retirement planning. A CRPC can provide a range of services focused on helping individuals prepare for and manage retirement effectively. Key services Jeff can offer include:
Retirement Income Planning
- Analyzing sources of retirement income (Social Security, pensions, investments, etc.)
-
Creating withdrawal strategies to ensure income sustainability
-
Tax-efficient income distribution strategies
Investment Guidance- Recommending appropriate asset allocation for retirement goals
-
Evaluating risk tolerance and time horizon
-
Ongoing portfolio management and rebalancing
Social Security and Medicare Optimization
- Advising on when and how to claim Social Security benefits
-
Helping clients understand Medicare options and enrollment timing
Tax Planning
- Coordinating retirement income in a tax-efficient way
-
Planning for Required Minimum Distributions (RMDs)
-
Minimizing taxes on Social Security benefits and investment income
Estate and Legacy Planning
- Coordinating with estate planning attorneys to ensure a smooth wealth transfer
-
Helping set up beneficiary designations, wills, and trusts (though not drafting them)
Long-Term Care and Insurance Planning
- Evaluating the need for long-term care insurance
-
Reviewing and recommending insurance products like life insurance or annuities
Lifestyle and Budgeting Support
- Helping clients establish a realistic retirement budget
-
Counseling on when to retire based on financial readiness and personal goals
Advisory Services Offered Through Compass Financial Management, An SEC Registered Investment Advisory.
Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.
Burgess Wealth Advisory is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Burgess Wealth Advisory and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Burgess Wealth Advisory unless a client service agreement is in place.
Confidentiality of Personal Information
When visitors access our website, we may ask for personal information such as name, address, email address, telephone number, and company. We also collect information about aggregate site usage. Statistics that we gather about unique visits, referring URLs, repeat visits and page views are all based on IP addresses, and are not associated with your personal information. This information shall be considered confidential information and will not be disclosed to any third party. We take every measure to protect our users' information submitted to us through our website or through any survey.