Because of Steve's knowledge of the field, his honesty, and his enthusiasm in attending to the details of my personal account, I am eager to recommend the Burgess Group to anyone seeking to clarify and protect their financial assets.

I have known Steve and his firm for more than a decade and have worked very closely with them for the past five years. As an Attorney and Certified Public Accountant working in the field of tax and estate planning, I am very familiar with many different insurance companies and agents. I have always found the Burgess Group to be incredibly knowledgeable and responsive. They bring a level of sophistication and understanding that I rarely see in the insurance industry. I have also been impressed with the fact that they are truly client centric and work towards achieving the clients’ overall objectives without being bent toward one particular solution. They are professional, hard-working and dedicated.

The firm’s value goes beyond the transaction. Their expertise and practical advice is second to none. The Burgess Group’s wealth creation and transfer techniques have surpassed and replaced many national competitors for a number of family estates and friend’s estates. I highly recommend them.

The Burgess Group continues to be the leader for innovative insurance-funded solutions for high-net-worth individuals, families and businesses. They have become a link for us as we work with successful families that own businesses and are looking for strategies that will optimize the succession of their business for generations to come.

The Burgess Group guided me through the process and structures required for the MEC plan I chose. They found the best lender and the best fit insurance companies. The law firm they retained was extremely efficient and competently drafted the required documents. They have also provided outstanding support since initial implementation.

I have run multi-million dollar companies, the most recent with over 2,000 employees nationwide. The Burgesses [a]re the type of people that I would seek out for counsel and advice in my tough situations and know that the answers I received were the honest and smart approach to the issues.

Through the use of life insurance premium financing as specially designed by The Burgess Group, we have realized a significant increase in the value of our estate and the facilitation of charitable giving.

The Burgess Group worked with Robert F. Kennedy Human Rights to build a highly customized philanthropic solution which served as the marque endowment tool during our 50th Anniversary year. The Burgess Group’s commitment to client service gave me the confidence and the capacity to engage the board, donors, and potential partners in the development and execution of a plan which required deep integration between our banking, insurance, and general operational practices. The end result exceeded expectations and helped make a good year into a great one.

My family and I have entrusted our estate planning to Steve Burgess and The Burgess Group for nearly 18 years. Steve and his staff have professionally outshined all other planners offering to provide similar services but never being able to perform.