Your Questions, Answered

  • High Net Worth Individuals and Families, Retirees and Pre-Retirees, Affluent Clients needing holistic support

  • Wealth Management & Investments, Financial Planning, Insurance Strategies, Big Picture Guidance

  • In walking through my five step process, I identify the projected funds that will be needed to support a comfortable or even lavish retirement and then match this with the appropriate investment vehicles to provide the future funding.  Many clients, especially current retirees, are income focused and we can match them to attractive investment products that provide attractive dividends or distributions.

  • By building a diversified portfolio containing a variety of different “investment sleeves” to include investment vehicles with low correlation to the equities markets. I also look to mitigate market risk by utilizing sophisticated planning strategies and products.  

  • Yes, constantly.

  • Most times but not all times. This will depend on the products and services that the individual client is looking for.  

  • Deep, long term client relationships and unique investment offerings. Fast response times and excellent customer service. 

  • Bob Burke Financial Services follows a disciplined five step process. It is important to understand a client’s risk tolerance and build their portfolio to match their needs accordingly.