Bland Burkhardt (BS, CFP®, CPA/PFS, MBA)

Bland Burkhardt focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We offer FEE ONLY RETIREMENT FINANCIAL PLANNING following a fiduciary standard of care. Our services include, but are not limited to, the following:

Help clients identify goals, organize their financial life, and make sound financial decisions.
Design, implement, and monitor investment portfolios with an emphasis on asset allocation, global diversification, expense reduction and tax efficiency.
Help clients determine when they can retire.
Help clients maximize social security benefits.
Help clients determine an optimal retirement income withdrawal strategy.
Utilize portfolio simulation models to aid in retirement planning.
Review estate planning documents to determine tax efficient wealth transfer opportunities.
Review the titling of assets and the beneficiary designations.
Review all insurance policies and make recommendations on the amount and type of coverage that is necessary.
Keep our clients finances organinzed going forward.

Additional Information

Goepper Burkhardt, LLC was established in January of 2003 to offer independent, fee-only portfolio management and retirement financial planning. We take the time to get to know our clients, help them identify their goals, and then work with them to develop a plan that will guide them towards financial success. We follow the fiduciary standard of care.