Our Strategies

How We Work

We strive to become lifelong partners with individuals, families, self-employed and small businesses- developing a relationship by providing outstanding service and quality financial strategies to assist you in achieving your goals.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

INDIVIDUAL & FAMILY STRATEGIES

-Traditional & Roth IRAs

-Rollover IRAs

-Stocks & Bonds

-Annuities

-529 Plans

-TSA/ 403(b) Plans

-Estate Preservation

-Life/Disability Insurance

-Pension Maximization

Regardless of your need, Bury Financial Group offers strategies
that can be a fit for you and your family.

BUSINESS STRATEGIES

-401(k) Plans

-SEP Plans

-Simple IRA Plans

-TSA/403(b) Plans

-Age-Weighted Profit Sharing

-Business Continuation

-Deferred Compensation

-Group Long Term Care

-Group Disability

Regardless of your need, Bury Financial Group offers strategies
that can be a fit for you and your business.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

330.757.1992 | 877.757.1992