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Bland Burkhardt
Partner
CFP®, CPA, PFS
Goepper Burkhardt Retirement Wealth Management531 S Main St, Suite 303, Greenville, SC 29601
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Goepper Burkhardt LLC offers a wealth management service comprised primarily of portfolio management, retirement planning and tax planning services to mostly retail investors. Our wealth management includes, but is not limited to, investment issues, retirement issues, income tax issues, cash-flow issues, risk-management issues and estate & legacy issues. In selecting investments for our clients, we pay close attention to the client’s goals and objectives, risk tolerance, cash flow requirements and tax situation. We take discretion in our investment accounts; that is, we select the investments that the accounts own. We record our client’s investment parameters in an Investment Policy Statement. We continuously monitor and periodically rebalance our client’s accounts to ensure that their investments adhere to their investment parameters. When making our investment selections, we strive to minimize investment costs and investment-related taxes. Our investment advice is not limited to proprietary products or to a limited menu of products or types of investments and we have no minimum account size.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.