What's Better Than Winning the Lottery?

The staff of burgdorf and associates is eager to help you make the most of your finances.

There are probably a lot of things better than winning the lottery, such as having your health, enjoying a loving family and knowing you've made the world a better place. But winning the lottery wouldn't be so bad either, would it?

But did you know that lottery winners frequently end up in poverty despite their sudden introduction to wealth. Why? Because gaining wealth isn't enough. You also need to know how to manage your wealth or it will be gone almost as quickly as it came. Knowing how to manage your wealth is better than winning the lottery because good management will allow you to enjoy your wealth and make the most of it for a lifetime, regardless of how you got it in the first place.

Four Top Priorities

Burgdorf & Associates Wealth Managers, Inc. specializes in helping individuals and businesses make plans for their financial success. Our personal convictions place a high value on individuals, and you’ll sense that as we work with you to find the best investments and products for you. Our four top priorities as we help you put together a financial plan are:

  1. Creating and Growing Your Wealth
  2. Protecting and Preserving Your Wealth
  3. Designing the Most Efficient Way to Enjoy Your Wealth
  4. Designing the most efficient way to transfer or manager your wealth in case of a disability or death.

An Army of Experts

We want our clients to have peace of mind, even in troubling economic times. So we have identified 13 significant wealth management issues that everyone needs to consider, and we carefully walk our clients through them.

And we have the strength of multiple experts behind us. Our parent company, First Allied Securities, provides us strategic alliances with multiple money managers, insurance and asset protecting specialists, and tax and estate planning professionals. Along with our office staff,  they are committed to helping us give you personal service that is unparalleled. And that means we commit ourselves to communicating with you regularly, reviewing your plan to keep it on track.