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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Burks Financial Management is a financial services firm committed to helping clients achieve their long-term goals. 

We offer a wide range of financial products and services to individuals and business owners. 

Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to achieve financial success.

Avoid costly financial shortfalls. Contact us today!

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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