Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Guidance for Business Owners

Business Markets Stratey mapWith a focused expertise on the business owner, Jay Burgman can provide guidance for any stage of your business:

 

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Jay Burgman works with his clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.


Today, a family can easily exceed $250,000 in college costs - for one child!*

There are two different prices for a college education - one for the informed buyer and one for the uninformed.

Which price will you pay?

Well-informed short- and long-term college planning, admissions and funding decisions at each of the many decision points along the way is how you plan for the overall best outcome and potentially save ON, not just for the cost of college!

You should expect more than simplistic, one-size-fits-all savings strategies from a financial advisor.  With our firm, you can expect more and we'll deliver more!

To learn more and get started:

https://www.collegiatefundingsolutions.com/collegecostcalc.php?ref=CFS669

 

*Source: College Board 2014 data analyzed by Collegiate Funding Solutions, Inc.  Includes tuition, fees, room and board

 


Couple Achieves Their First Financial Goal: To Buy A House

Jay C Burgman, CFP®, AEP®
Wealth Management Advisor


The Burgman Financial Group

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4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck