I create financial strategies for families and owners of small businesses using common means in unusual ways; becoming your own bank is an example.
I started my financial career at KPMG in Kansas City and progressed to their Executive Offices in NYC. Next, I moved into stocks, bonds, commodities, insurance, annuities, private placements, investment banking, and retirement planning with pre-developed land. Building upon those experiences with more than 2000 clients, I am now showing families and owners of small businesses how to enjoy a comfortable life during their working years and while in retirement. They no longer need to worry about funds for college, weddings, cars, equipment, and retirement. We use a product/process that is neither popular nor widely discussed in financial literature. It is, however, simple, safe and effective at creating incredible cash reserves with an attractive, steadily increasing death benefit. Again, using common means in unusual ways!
To maximize the accumulation of safe money, I am an apostle for strategies that encompass all of the following; liquidity, unlimited use, complete control, potential for maximum velocity, guaranteed principal and interest, protection against inflation, deferred tax during accumulation, and no tax upon distribution.
In giving back to the community, I am active as a member of the Columbia College Alumni Association, Vice President and Board Member of the Belmont Chamber of Commerce, member of the Chamber’s Governmental Affairs Committee, representative to the Advisory Board of Notre Dame de Namur University, and recently appointed by the Belmont City Council to the Ad Hoc Committee on High Speed Rail.
Let me show you how to change your financial strategy and provide for your family’s financial peace of mind.
George A Burgess 880 Mitten Road, Ste.101, Burlingame, CA 94010 1-877-263-4590 Cell 650-703-3171
Insurance License............OE01218 Securities CRD................1025631