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Our Process

For a financial plan to succeed it must be dynamic and based on substantive input from the client. A good plan will incorporate goals and objectives for the near term as well as for the next generation. At Borger Financial, we first seek to understand our client’s personal goals and objectives as well as help them gain clarity of their financial landscape.

Once we establish a current snapshot, we’ll evaluate whether the plan will accomplish those stated goals and, if the plan will likely not achieve those goals, we’ll create a roadmap to help our client’s get there. Financial planning is an ongoing process and we’re committed to being an ongoing resource for our clients.

We believe in creating a holistic, comprehensive financial plan. As such, our guidance includes, but is not limited to:

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Business Succession Planning
  • 401K Planning
  • College Planning
  • Tax Planning

Investments

  • Public Equities
  • Fixed Income
  • Exchange Traded Funds
  • Mutual Funds
  • Real Estate Investment Trusts
  • Business Development Companies

Insurance

  • Survivorship (Second-to-die) Coverage  
  • Life Insurance
  • Long Term Disability Insurance
  • Long-Term Care Insurance
  • Premium Finance
  • Buy-Sell Agreements