William Burger III

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client. Doing so, I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or your're simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.