Burgos & Brein Wealth Management

Burgos & Brein Wealth Management is a financial planner in Orlando, FL, located at 1060 Woodcock Rd Suite 117. The firm specializes in investment planning, retirement strategies, and government benefit assistance, serving veterans, seniors, and individuals seeking long-term care solutions. Their core services include VA Aid and Attendance claims, Medicare planning, Medicaid asset protection, and comprehensive retirement planning. The business holds a 4.90 rating based on customer reviews.

Founded by Gabriel Burgos, the firm operates as an independent entity, providing customized financial solutions without favoring specific insurance companies or products. The team brings over 16 years of specialized experience in retirement and long-term care planning, combining empathy with expertise to simplify complex financial landscapes. They prioritize understanding client needs to foster trust and deliver personalized service aligned with unique goals. Their approach focuses on empowering clients with retirement readiness and securing long-term care through meticulous planning.

The firm offers specific services such as IRA and 401(k) rollovers, lifetime income planning, and estate management. For veterans, they guide applicants through the VA Aid and Attendance process, helping meet military service, financial, and medical requirements to maximize pension enhancements. In healthcare planning, they assist with Medicare enrollments and Medicaid strategies, using techniques like compliant annuities and protective trusts to navigate spend-down processes and protect assets during the five-year look-back period.

The business is known for its positive rating from customers who have reviewed it, reflecting a reputation for professional advice and comprehensive solutions. Clients receive complimentary one-on-one consultations to ensure informed decisions for a secure financial future. The firm’s commitment to alleviating the stress of financial planning and healthcare allows veterans and seniors to maintain dignity and security.

Burgos & Brein Wealth Management applies its specialized expertise in veteran benefits and asset protection to help Orlando residents secure their financial futures.

The firm is situated on Woodcock Road in Orlando, Florida, near the Mall Carrier Annex post office and Songbird Park, both about a quarter mile away.

BizScoreAI awarded the business a Technical score of 92 out of 100. This high rating confirms the website is technically sound, secure, and indexable. It ensures search engines can read the site without errors.

Services:

• Asset Protection
• Medicaid Planning
• Medicare Planning
• Retirement Planning
• VA Aid & Attendance