Our Process
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the latest products and services.
What To Expect From Us
Unbiased, Honest, Objective Advice to help you make the most informed investment decisions for your financial life.
- 12 - 4 - 1 Proven Client Service Model
- Hear from us at least (12) Times a Year, or monthly
- Receive (4) Guided Quarterly Reviews
- Participate in (1) Annual Review each calendar year.
- One SIMPLIFIED & CONSOLIDATED monthly account statement
- Access to Institutional Portfolio and Private Equity Managers
- Customized investment plan tailored to meet your financial goals, taking the LEAST AMOUNT OF RISK NECESSARY
- An ALL INCLUSIVE fee structure which aligns our goals, to help PROTECT AND GROW YOUR PORTFOLIO
- Access to Burgesser Family Office (BFO) services for select clientele*