- +1 (863) 500 00 18
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- Lakeland, Florida
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Our expert team is dedicated to providing personalized solutions that help you achieve your financial goals, whether it’s planning for retirement, managing investments, or protecting your assets.
Personalized Financial Planning
We provide expert guidance in managing your investments, savings, retirement, and estate planning needs.
Comprehensive Insurance Coverage
Secure your future with our extensive range of insurance products designed to protect you and your loved ones.
Credit and Lending Solutions
Access the financial resources you need with our flexible credit and lending solutions.
Financial Planning Offerings
At Burks Financial Group, we offer a comprehensive range of financial planning services designed to meet your unique needs and help you achieve your financial goals. Our expert team provides personalized solutions across various financial areas to ensure a secure and prosperous future for you and your family.
Financial Planning and Advisory
Our financial planning and advisory services provide you with tailored strategies to manage your wealth effectively. We work closely with you to understand your financial goals and develop a plan that addresses your unique needs, ensuring long-term success and stability.
Investment Management
We offer expert investment management services to help you grow and protect your wealth. Our team provides strategic investment advice, portfolio management, and ongoing support to optimize your investment returns and achieve your financial objectives.
Banking and Cash Management
Our banking and cash management services are designed to streamline your financial operations and improve liquidity. We offer solutions for efficient cash flow management, banking services, and financial planning to help you manage your assets effectively.
Insurance and Risk Management
Protect yourself and your assets with our comprehensive insurance and risk management services. We provide customized insurance solutions to safeguard against potential risks, ensuring that you have the right coverage to secure your future.
Start planning your financial future today with a free consultation!
Take the first step towards achieving your financial goals with a free consultation from Burks Financial Group. Our expert team is here to provide you with personalized financial advice and tailored strategies that will set you on the path to success. Don’t wait—secure your financial future today!
Get A Consultation If You Need Help
If you have additional questions or need further assistance, please get in touch or schedule a consultation with one of our experts.
Common Inquiries
We understand that navigating financial services can raise a lot of questions. To help you make informed decisions, we’ve compiled answers to some of the most frequently asked questions. If you have more questions or need personalized assistance, please don’t hesitate to get a consultation with us.
How are your fees structured?
Our fees are structured based on the specific plan and services you choose. We offer a range of pricing plans designed to fit various needs and budgets.
What qualifications do your advisors have?
Our advisors are highly qualified professionals with extensive experience in financial planning and management. Each member of our team holds relevant certifications and degrees, including CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), and other industry-recognized qualifications. This ensures you receive expert guidance tailored to your financial needs.
Can you help me with retirement planning?
Yes, we specialize in retirement planning and can assist you in developing a comprehensive plan to achieve your retirement goals. Our team will work with you to assess your current financial situation, project future needs, and create a strategy to ensure a secure and comfortable retirement.