Cortburg is a full-service, boutique financial planning firm that helps guide clients through the turbulent and calm economies - our goal is to help grow, protect, and preserve your assets from first job through retirement. Our "all in one house" capabilities mean that our experienced team can help with all your financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.
This podcast will air every week on Monday mornings so you can start your week with pertinent and valuable financial information and advice. Sit back and take 2-3 minutes out of your schedule to learn techniques and pick up tools that can help you work toward your financial goals. Every Wednesday, Miguel releases a new Cortburg Speaks Retirement podcast, complimentary and advertiser-free, in an effort to help investors at all stages of life learn how to grow and preserve their money from first job through retirement.
This podcast will air every week on Monday mornings so you can start your week with pertinent and valuable financial information and advice. Sit back and take 2-3 minutes out of your schedule to learn techniques and pick up tools that can help you work toward your financial goals. Every Wednesday, Miguel releases a new Cortburg Speaks Retirement podcast, complimentary and advertiser-free, in an effort to help investors at all stages of life learn how to grow and preserve their money from first job through retirement.
Services
Cortburg Retirement Advisors has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives.
We accomplish this task and objective utilizing the latest trading and financial planning technology and experience.
Our mission is to provide a high level of responsive and personal service to clients, informed by a deep understanding of their needs and preferences.
We accomplish this task and objective utilizing the latest trading and financial planning technology and experience.
Our mission is to provide a high level of responsive and personal service to clients, informed by a deep understanding of their needs and preferences.
When you choose Cortburg Retirement Advisors as your trusted advisor, you receive integrity, intelligence and insight-not in a liaison role, but in an active management role-from an objective, fiduciary relationship.
Certified Retirement Counselor with over 20 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans.
Columbia Business School MBA, Series 7* & 66, Life & Health licenses.
Katerina Samove joined Cortburg Retirement Advisors with over 8 years of experience as a operations vice president for a boutique financial firm.
Certified Retirement Counselor with over 20 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans.
Columbia Business School MBA, Series 7* & 66, Life & Health licenses.
Katerina Samove joined Cortburg Retirement Advisors with over 8 years of experience as a operations vice president for a boutique financial firm.
Miguel Gonzalez is a Retirement Specialist with over 19 years of experience in retirement income planning, overseeing investment of client funds, and designing retirement plans.
Miguel specializes in Retirement Plan Consulting for small to mid-sized companies across the United States.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through the turbulent and calm economies.
Their goal is to help grow, protect and preserve their assets from first job through retirement.
Miguel specializes in Retirement Plan Consulting for small to mid-sized companies across the United States.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through the turbulent and calm economies.
Their goal is to help grow, protect and preserve their assets from first job through retirement.
Cortburg Retirement Advisors, Inc. has cultivated a number of alliances spanning all aspects of the financial and retirement planning process, including broker dealers, payroll providers, insurance providers, accountants, lawyers, and many more.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide services.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide services.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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