Steps Ahead Philosophy

The Burge Financial Steps Ahead philosophy is important for both our clients and us for several reasons.

• Since your financial plan is based on your financial goals and personal ideals, we aim to be visionary and to stay Steps Ahead in our recommendations without losing sight of your current situation.
• Financial markets, products, and laws constantly change, so we strive to stay Steps Ahead when it comes to the current economic environment, helping you to identify opportunities and avoid pitfalls.
• Each financial plan is realized by implementing a core Steps Ahead belief that “doing many little things right can make big things happen.”*

Let’s take the First Step by meeting to discuss your goals and objectives. From there, we will decide if working together makes sense. Contact us to schedule your complementary initial consultation today. You can email us at steve@burgefinancial.com or call us at (916) 622-0298.

*No strategy assures success or protects against loss.