Broker Check
Sarah Burkemper, CFP®, CPA, APMA®

Sarah Burkemper, CFP®, CPA, APMA®

Private Wealth Advisor

Interests

My main interest is anything involving my three children!  Beyond that, I enjoy running, gardening, reading and writing.

Areas of Focus

  • Tax - working with clients to minimize their tax burden during all phases of wealth accumulation, asset sale and distribution
  • Financial Planning - building a plan to help clients achieve their financial goals
  • Retirement Planning - developing strategies to enable clients to retire while meeting their financial objectives
  • Post Retirement Wealth Management - consistently working with clients to ensure that we have the right balance between their lifestyle and long term goals
  • Investments - continuously collaborating with clients to identify their risk profile in conjunction with their goals to recommend the most suitable securities
  • Insurance - understanding what is most important to a client and then offering them reasonable options to protect against loss

Education

  • Truman State University - Bachelor of Science - Business Administration - Finance, Bachelor of Arts - Economics, Masters of Accountancy
  • Washington University - Masters of International Affairs

 

Disclosure:

Tax services provided by Sarah Burkemper, CPA.