There are no fees for a preliminary discussion. All products and services with applicable fees are agreed to in advance as listed below.
**Investment advisory services offered exclusively through HTK. Please refer to Forms ADV Part 2A and 2B for complete information.
This is the most commonly asked question, but it is one of the most critical decisions of your life. Whether at the start of your professional career or as a seasoned professional, working with a financial professional is vital. Just as you seek doctor for medical advice, the same is required for your finances.
Consider the following important factors:
That’s the beauty of having a family practice. The Burkholder Team have the resources to help individuals who want to improve their financial position without requiring an asset minimum. The only requirement is to have the desire to understand your choices to make informed decisions.