Wealth Management since 1987
Integrity, honesty and professionalism are among the most critical attributes one should look for in a financial advisor. These principles are most often used to describe Kevin Bourke. Bourke Wealth Management is committed to the highest ethical standards of this industry.
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Life is a series of transitions and decisions must be made all along the way. As life and circumstances progress, making decisions regarding staying in your own home, downsizing, or moving into a retirement community each present its own set of questions.
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Because we are independent and offer no proprietary products, you can rest assured that our wealth management recommendations are objective and without conflicts of interest. We are free to look after your best interests.
Read More ›Make Your Money Last a Lifetime®
How do you finance twenty, thirty or more years in retirement? For over twenty-five years, Kevin Bourke has helped seniors and retirees manage this challenging issue. With this book, he will share some of his secrets to making your money last as long as you do.
Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, today announced that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club.
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As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
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As you meet with your CPA this tax season, I suggest you give them the following list of questions. Some CPAs may be too busy to do comprehensive tax projections as part of the tax-preparation appointment, but that should not preclude you from asking the following.
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