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Financial Planning
Partners

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Your Guide
to Financial Freedom

Our professionals are ready to help you prepare for success. Whether you are just getting started, or have complex needs, Burkhart Peterson is here to help.

We make planning easy, just schedule an appointment with us and we will guide you to a future of financial freedom.

Our Solutions

Schedule a Consultation

Business Owner

We are business owners too, and we know that the topics below are important.

• Tax Reduction
• Retirement Savings
• Business Succession Planning
• Insurance Protection

Our professionals can assist you with 401k planning, SEP IRAs, Profit Sharing, and even Executive Bonus Planning.

Individuals

Life moves fast, and retirement will be here before you know it. We can help you prepare investment options such as the below:

• Traditional IRAs
• Roth IRAs & Conversions
• 401k assistance
• SEP Plans
• IULs and Life Insurance protection

Creating a comprehensive income strategy is imperative for success in retirement. We can help create a plan that will give you peace of mind for the entire duration of your retirement.

The Approach

Protecting the ongoing concern of your financial investments is critical.
That's where we come in.

Tax Planning

Tax mitigation is our number one priority for clients. Our strategic solutions can minimize tax obligations.

Market Based Investments

Our investment advisors offer a wide variety of managed solutions to help you accomplish your goals.

Safe Money Investments

Through our association with over 50 insurance companies, we can assist you in finding low/no risk investment solutions.

Schedule today!

To arrange a consultation, schedule a time through our calendar to the right or contact us by phone or email.

Contact Us
Home
About

Feel free to call and schedule a consultation or if you have questions.
The number is: (210) 591-6314

Mon – Fri: 8AM – 5PM
Saturday: Closed
Sunday: Closed

17422 O’Conner Rd
San Antonio, TX 78247
[email protected]

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