We are sad to announce the passing of Dant Goepper
William “Dant” Goepper, age 76, passed away on November 28, 2022. He was originally from Dant, Kentucky and moved to Greenville, SC...
RETIREMENT PLANNING AND WEALTH MANAGEMENT
If you’re retired or soon to be retired, now is the time to engage a firm that specializes in retirement planning and wealth management. Although our ideal client relationship begins in the years leading up to retirement, we can be of service at any stage of life. Contact us today to start the conversation.
Everything You Need To Know About RMDs
Most retirement planning focuses on putting money into your account, but at some point, you will need to take that money out....
How To Protect Yourself Against Scammers In Retirement
Scammers steal more than $3 billion from retirees each year. The median retirement savings for all workers is $97,000, according to Annuity. That’s...
7 Unexpected Things Original Medicare Doesn’t Cover (and How To Plan)
Medicare open enrollment is from October 15th to December 7th. So if you need to make any changes to your coverage, now...
3 Smart Ways Retirees Can Avoid the Gift Tax
‘Tis the season for giving! Being generous with your wealth is an impactful way to support what matters most. But you don’t want...
What’s Your Legacy (And How Can Your Estate Plan Support It)?
How do you want others to remember you? A legacy is a heritage passed on from generation to generation, like a spirit of...
How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are...
Fall 2022: A Course on Retirement Wealth Management
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens...
3 Kind Ways To Financially Support Your Grandchild’s Education
One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too...
4 Conversations You Need to Have with Your Adult Kids About Your Estate Plan
Less than half of American adults have a will, and even fewer have an estate plan. As the saying goes, “a parent’s job...
WHY GOEPPER BURKHARDT?
When you’re looking for a retirement planner, it may seem like every firm is the same. How do you know which one is right for you? There’s not a single thing that makes us different from other wealth management firms in Greenville, SC. There are six.
FOR MORE DETAILED INFORMATION ABOUT OUR FIRM
LET US HELP YOU PLAN
We have developed expertise in the three integrated disciplines that are necessary to achieve retirement financial success.