We understand that the world of retirement plans may seem overwhelming, and finding an advisor that you trust is a personal process. At Burkhart Investment Group, we believe that we offer a unique value to our clients because we are independent, experienced, and put an emphasis on building long-term relationships with our clients.
As independent advisors, we don’t have any conflicts of interest or proprietary products. Instead, we are dedicated to providing unbiased and objective advice that is appropriate for the client. Rather than rely on one solution or model portfolio, we customize each strategy based on the client’s individual needs. We review client’s current financial situations to determine if their goals are attainable. We offer feedback on challenges, along with providing detailed recommendations to help clients get on track and pursue their objectives. Once a strategy is in place, we continue to monitor progress and offer assistance as needed.
In addition to having over a decade of experience in the financial services industry, our advisors are ERISA 3(38) investment managers, a special type of fiduciary who has been specifically appointed to have full discretionary authority and control to make investment decisions. Only certain types of financial institutions may be appointed as an ERISA 3(38) investment manager, and our firm meets all the criteria. In the wake of the changing fiduciary rules in the financial industry, working with an ERISA 3(38) fiduciary is a key distinction and core advantage to our clients. In the face of ever-increasing litigation and heightened regulatory scrutiny, many plan sponsors want this extra layer of protection, especially if they are not comfortable making the plan’s investment decisions themselves.
Strong Emphasis on Relationships
We are committed to building long-term relationships with our clients. We seek to work with them in all aspects of their planning lives; such as, buying a car, selling their home or making changes to their retirement plan. When we work with clients, it’s not merely transactional- it’s personal. We aim to offer consistent communication to our clients and make it easy for them to contact us.