Financial, Investment & Retirement Planning

The road of life is an unpredictable course, let Burke & Casserly, P.C. guide your journey and secure your financial future through experienced planning

"Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step."

–Lao Tzu

The road of life is ever winding, often climbing great hills and descending to vast valleys. Similarly, the investment marketplace has its peaks and valleys. The team at Burke & Casserly, P.C. along with it’s complimentary company, Arista Wealth Advisors, Ltd. take the time to get to know you so that we can custom tailor a plan to help you travel that sometimes rocky road.

Whether your goal is to save for your children’s education or for your own retirement we develop a long term income strategy that is personally focused to assist with managing issues like cash flow, retirement income, tax challenges and business succession.

Everyone has unique goals and financial expectations as well as different attitudes toward financial risk – that is why it’s important that you have a financial plan that is specifically designed to reflect your life and your goals. Our approach is to implement a plan that lets you comfortably thrive throughout your life while knowing you have created and protected your family legacy.

Financial and Retirement Planning services include the following:

  • Development of an individual Financial Plan
  • Development of a secure Retirement Plan
  • Business Succession Planning
  • Investment Portfolio Management
  • Planning for Education Costs
Client Reviews
“Burke & Casserly has been our family attorney for 30 years. They have been there for all aspects of law from real estate transactions to wills and planning. Much of our family's success can be linked back to good legal advice from this firm. We highly recommend them!” Anonymous
"My wife and I have used Tim and his firm for a number of years. He has provided support in the area of elder care services for my elderly mother, our personal estate planning and real estate transactions. We have always been well served by Mr. Casserly and his staff. They are attentive to our needs, timely in their service and thorough in their efforts. We strongly recommend Tim and the firm of Burke & Casserly!" John
"Tim and his firm recently navigated our family through a difficult lawsuit during a large real estate transaction. He lead the way with conviction and tenacity. His perseverance kept us out of court leading to the eventual closing of a property that has changed the lives of many. Tim is not just a great lawyer, he is a nice guy who is easy to talk and down to earth." Carl
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