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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

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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

Burskey & Associates, all rights reserved, 2024 ©

Licensed and Insured

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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