A roadmap for Retirement
Everyone wants to retire knowing that they have enough money to live how they choose. But no two roads to a successful retirement are alike. At Burling Wealth Advisors, we aim to help you achieve your dream retirement by finding a financial strategy that works for you. Contact us to start preparing for tomorrow.
Financial Services
We’re committed to helping you succeed. That’s why we take the time to get to know you and analyze your personal financial situation. Then, through financial discovery, we evaluate your income, expenses, liquidity needs and retirement goals and develop a retirement strategy with the objective of helping you reach your retirement goals.
Asset Allocation & Risk
We provide local strategic retirement planning services in both the Chicagoland and Central Illinois areas. We evaluate each client’s unique mix of assets and incorporate those elements into a coordinated plan.
Generational Vault
Generational Vault is a virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At Burling Wealth Advisors, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.