Risk Management

Low Volatility and Less Downside

With our recent change to an Independent Registered Investment Advisor, we now have the ability to invest in a few new concepts that historically have worked well for investors needing to take consistent withdrawals.We think this concept is a game changer for our retired clients and midterm investment bucket, and we expect significant advantages for in years ahead.

Life Insurance

We have a new arm of our business, Burford Brothers Insurance Services, that can help analyze and compare existing life insurance policies for our clients. When needed, we can improve a client's coverage by adding appropriate insurance. We certainly think life insurance can make a significant impact in our clients' lives and is important from an estate planning tool as well.

Complimentary Review