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Bland Burkhardt (BS, CFP®, CPA/PFS, MBA)

Bland Burkhardt focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We offer FEE ONLY RETIREMENT FINANCIAL PLANNING following a fiduciary standard of care.  Our services include, but are not limited to, the following:

  • Help clients identify goals, organize their financial life, and make sound financial decisions.
  • Design, implement, and monitor investment portfolios with an emphasis on asset allocation, global diversification, expense reduction and tax efficiency.
  • Help clients determine when they can retire.
  • Help clients maximize social security benefits.
  • Help clients determine an optimal retirement income withdrawal strategy.
  • Utilize portfolio simulation models to aid in retirement planning.
  • Review estate planning documents to determine tax efficient wealth transfer opportunities. 
  • Review the titling of assets and the beneficiary designations.
  • Review all insurance policies and make recommendations on the amount and type of coverage that is necessary.
  • Keep our clients finances organinzed going forward.

 

 

 

Additional Information

Goepper Burkhardt, LLC was established in January of 2003 to offer independent, fee-only portfolio management and retirement financial planning. We take the time to get to know our clients, help them identify their goals, and then work with them to develop a plan that will guide them towards financial success. We follow the fiduciary standard of care.

NAPFA Start Date

April 27, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

531 S Main St Ste 303 Greenville, SC 29601-2500 Phone: (864) 370-3244 Fax: (864) 239-0760
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