About Us

We believe in empowering everyone with retirement readiness and comprehensive long-term care through meticulous financial planning. Recognizing finance's complexity, we simplify it to unlock opportunities for our clients, ensuring they meet their goals. Emphasizing VA Aid and Attendance for Veterans and Medicaid Planning for seniors is vital in our mission to ensure their well-being, dignity, and security.

At Burgos & Brein Wealth Management, we are resolutely committed to alleviating the stress tied to financial planning and healthcare. Our unwavering dedication is channeled towards ensuring our clients' financial success and good health. Guided by a proactive approach, we cultivate enduring relationships built on trust and mutual respect. We pledge to consistently strive for your financial stability and prosperity, offering professional advice and comprehensive solutions tailored to your individual requirements.

>    Retirement Planning: IRA/401(k) Rollovers, Lifetime Income Planning

>    Asset Protection & Estate Management: Wealth Management, Estate Planning

>    Healthcare & Insurance Planning: Medicaid, Long-Term Care, VA Aid and Attendance, Medicare Planning

Burgos & Brein: Where your financial well-being is our priority. Let us guide you towards a secure and prosperous future with our expertise and commitment to your success.