You worked hard saving for retirement. Those savings have an important purpose and deserve to be used how, when and where you have always dreamed of using them. This requires a thoughtful plan, customized to suit you and your dreams for this next chapter.
Take the first step in living the life of your dreams.
Our experts guide you through various retirement scenarios, quantify your goals and plan for all life’s uncertainties before crafting a retirement plan that aligns with the future you envision.
The Burney Retirement checklist will assess your current retirement plan if you are approaching retirement in the next 10 years.
Learn MoreWe’re ready to create a custom financial plan for your unique situation. Not a client? No problem. We’d still love to present you with a plan. Fill out the form below and a Burney representative will be in touch with more information.