Wealth Management

Say yes to your financial future.

The team at Burzenski & Company is well-qualified to address your complete financial goals and plans. We begin the financial planning process by identifying each client’s unique goals and needs, whether long or short-term. We perform a thorough analysis of your financial situation and provide comprehensive recommendations and projections as well as financial goals and objectives.

Our staff works closely with individuals, families and practice owners to help them solve complex problems and meet their financial goals. We develop a comprehensive plan to help build and maintain wealth and achieve personal and business financial goals. We work with our clients and guide them to address any specific interest or event such as cash flow, educational planning for a small child, buying a home, retirement or investments.

Our slate of financial planning services:

• Wealth management
• Retirement alternatives
• Estate planning
• Educational planning