Ensuring Your Assets Are in Financial Shape Before And After Retirement.
According to Patrick Burke’s book Exit Velocity, when the day comes that you finally decide to retire, there is a number, a financial figure that you likely have in mind. A number that results in zero financial worries for the rest of your life—if invested wisely.
At Burke & Schindler, we can guide you on your own journey to financial freedom. We can help shorten the trip, and even more importantly, make it fun. We’ll help you deftly navigate your business to avoid the “big mistakes” that prevent you from achieving exit velocity.
We understand what it takes to build your wealth for retirement and can help educate you about:
Family wealth management.
Manage your financial assets to achieve future financial goals.
Plan your finances for the future through efficient retirement plan design.
Asset and income management.
Manage your business assets with an eye toward appreciation and yield.
Efficient transfer of your assets to the next generation.
“At Burke & Schindler, we can guide you on your own journey to financial freedom.”