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
- 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.
NAPFA Start Date
April 27, 2015