Moore and Burkhardt Wealth Management. is a wealth advisory firm that helps business owners and individuals build and manage their wealth. We offer comprehensive wealth management services, including financial planning, retirement planning, investment management, and Income Tax Preparation.
John Moore, EA and Charlene Burkhardt, EA started Moore and Burkhardt Wealth Management with the belief that companies are reflections of the character and abilities of their leaders.Honesty and integrity are the founding principles of the firm and the basis for the financial advice they provide. As we have grown, this fiduciary approach continues to guide all of the advisors at Moore and Burkhardt Financial Group.
John Moore, EA and Charlene Burkhardt, EA started Moore and Burkhardt Wealth Management with the belief that companies are reflections of the character and abilities of their leaders.Honesty and integrity are the founding principles of the firm and the basis for the financial advice they provide. As we have grown, this fiduciary approach continues to guide all of the advisors at Moore and Burkhardt Financial Group.
Services
John prides himself in his ability to offer his clients services that can help them in all aspects of their finances. His areas of experience range from tax planning, to financial, retirement, and estate planning. He also assists clients with life insurance and long-term care needs. John is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and a fellow of the National Tax Practice Institute.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you work Toward pursuing your goals.
At Moore and Burkhardt Wealth Management we work with our clients to create a Comprehensive Financial Plan. We empower our clients with the understanding and insight essential to making decisions about what's next for them and what they want their money to do for them in the coming years.
Our process addresses a wide range of topics including cash-flow and debt management, investments, insurance, college planning, taxation, retirement and estate planning.Financial Forecasting: We provide you with a financial forecast computed from your current situation, where you will clearly see how what you're doing now impacts your net worth, your income generating assets, and your annual net cash flow-your savings.
Our process addresses a wide range of topics including cash-flow and debt management, investments, insurance, college planning, taxation, retirement and estate planning.Financial Forecasting: We provide you with a financial forecast computed from your current situation, where you will clearly see how what you're doing now impacts your net worth, your income generating assets, and your annual net cash flow-your savings.
So You don't like to pay fees? We get that. Neither do we. We understand that for the most part people do not like to pay fees for many services but going to see the doctor, lawyer, accountant, mechanic, etc. is necessary to find a solution for what ails you. Like those other professions, we charge fees for exchange of value.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Reviews
Be the first to review Moore & Burkhardt Wealth Management.
Write a Review
