Our Firm

As professionals with extensive experience in retirement planning and estate conservation strategies, we can help you answer the questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • What are my 401(k) plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

The process I follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Burns, Vogel is a financial services firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.

Please call us at 504-465-8556 if you have any questions about our firm or the range of financial products and services we provide