A team to guide you
Our team of advisors guide you through various retirement scenarios, quantify your goals and plan for life’s uncertainties before crafting a retirement plan that aligns with the future you envision.
Open Enrollment for Medicare is fast approaching! To help you prepare, we hosted a webinar with Caribou to go over the fundamentals of Medicare so you can make an informed decision that meets your health needs, preferences, and financial goals.
By the end of the webinar, you'll have an understanding of:
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Medicare Open Enrollment timelines
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The difference between Original Medicare and Medicare Advantage
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How Medicare drug plans work
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How personal preference, risk tolerance, and other factors impact available plans and the cost of coverage
If you have any questions about the content of the webinar, please contact us or reach out at info@burneywealth.com.
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.
