Please watch this two minute video to hear about John Lee’s experience moving to Bourke Wealth Management.
If you’re looking toward retirement, Bourke Wealth Management offers:
- An opportunity for you to realize the benefit of the effort you’ve devoted to building your business. It’s likely that we can offer a significantly greater buyout than what you currently have. We can help make the transition simple and seamless.
- You’ll know that your clients will be cared for in a professional, caring manner.
- Your staff can be included as part of our agreement.
- We are flexible in structuring transactions.
- There may be a tax advantage to our succession strategy versus your current option. Check with your tax professional.
Some facts about Bourke Wealth Management:
- Turn-key onboarding. Simplicity and ease for you are the top priority for us. Our team will help move your business to give you a smooth landing.
- High profile and visibility in the Santa Barbara community.
- Fee based. We can support you in your fee based business, or assist you in making the transition to a fee based business, perhaps even increasing the value of your business.
- Kevin Bourke has over 30 years’ experience as a financial advisor and can provide a solid base of knowledge and experience to assist you as you make this move.
If you’d like to know more, call or email us to schedule a confidential appointment.