Nick Burgess

Nick Burgess

Nick is a Principal at The Burgess Group and our company focuses on creating unique solutions for high net worth individuals. The wealth transfer strategies and impact investing made possible by The Burgess Group is second to none. Along with leading the field in solutions for the ultra high net worth, The Burgess Group has access to a network of professionals with experience in retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies and trust services. He brings a wealth of knowledge to my position as he has had traveled extensively, attending school in Florence before finishing up his marketing and communications degree at the University of Utah. Nick provides total financial needs analysis through a network of experienced professionals with expertise in • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services Nick is health licensed to sell insurance in: Utah, Texas, Idaho.

Appears in 1 Episode

Financed Life Insurance and Charitable Planning for High Net Worth Clients

On this episode, Heidi talks to Nick Burgess about financed life Insurance and charitable planning for high net worth clients. Nick also talks about how slowing down h...

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