We Are Your
Financial Planning

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.

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.

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]

©2022. Burkhart Peterson Financials. All Rights Reserved.