burkefinancialservices.pfyfn.comBurke Financial Services

Our Mission Statement Our Location Our Firm Our Services Our Qualifications Professional Money Management Tell A Friend Resources Articles Calculators Flipbooks Newsletters Glossary Tax Library Videos Contact Us 25 W Central St Natick , MA 01760-4501 Phone: 508-647-9638 Fax: 508-655-0824 E-mail: burketax@verizon.net Contact Us Please feel free to contact us with any questions. Contact Us Calculators You can review interesting calculators on my site. View Calculators Flipbooks You can review interesting Flipbooks on my site. View Flipbooks Tax Planning and Financial Services Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. *These services are offered by John Burke through his affiliation with H.D. Vest Investment ServicesSM Calculators IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs. Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA. College Funding Use this calculator to estimate the cost of your child’s education, based on the variables you input. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. More Calculators » John M. Burke is a Certified Financial Planner® , Enrolled Agent and a registered representative registered to transact business with clients in Arizona, Florida, Hawaii, Massachusetts, New Jersey, North Carolina, Rhode Island, Virginia and West Virginia. John M. Burke is also an insurance agent licensed in Arizona, Florida, Massachusetts, North Carolina and West Virginia. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through Avantax Investment Services℠, Member FINRA,SIPC. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. 972-870-6000 InvestmentsInsurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value Site MapCheck the background of this investment professional Check the background of this financial professional on FINRA's BrokerCheck Check the background of this financial professional on FINRA's...