Paula Buerger

Paula Buerger

Advocis Member Since: 2016

Paula Buerger

Years in Business:
26+

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes, Caregivers

Languages:
English

Area of Expertise:
Education Planning, Insurance Planning, Investment Planning, Mortgages and Debt Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Agriculture/Farm Business Planning, Executive Compensation and Benefits, High Net Worth, Multi-generational Family Service, Private Banking, Post-Retirement Benefits, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Charitable Giving, Socially Responsible/Ethical Investment Planning, Planning for those with Disabilities

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