Grant F. Burckhard, Financial Professional

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Grant F. Burckhard, Financial Professional Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

Financial Professional helping individuals, professionals and business owners create, build, and preserve wealth through a holistic process and trusted guidance. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

320 E. Broad Street
Suite 1A
Cookeville, TN 38501

Getting a raise doesn't always mean having more money to spend or save. New research shows that rising debt payments are...
11/12/2026

Getting a raise doesn't always mean having more money to spend or save. New research shows that rising debt payments are consuming a significant portion of Americans' income gains. This CNBC article explores the growing impact of debt and offers practical tips for keeping it manageable.

Read the article: https://cnb.cx/48L4L9s

Honoring Those Who ServedToday, we recognize the men and women who have served our country with courage, dedication, and...
11/11/2026

Honoring Those Who Served

Today, we recognize the men and women who have served our country with courage, dedication, and sacrifice.

To our veterans and their families, thank you for your service and the sacrifices you've made.

From all of us at Burckhard Financial Group, Happy Veterans Day. ❤️🤍💙

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
11/10/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

💡 One thing we wish more people knew about financial planning?You don't have to be wealthy to start.You don't have to kn...
11/09/2026

💡 One thing we wish more people knew about financial planning?

You don't have to be wealthy to start.
You don't have to know all the financial terminology.
And you certainly don't have to have everything figured out.

Financial planning is about understanding where you are today and making thoughtful decisions about where you'd like to go.

Whether you're starting your career, raising a family, approaching retirement, or enjoying retirement, there's value in having a plan.

You don't need a perfect starting point. You just need a starting point.

💙 Let's talk about something most of us don't like to think about…What happens if you or someone you love needs long-ter...
11/05/2026

💙 Let's talk about something most of us don't like to think about…

What happens if you or someone you love needs long-term care?
It's not always an easy conversation, but it's an important one.

November is National Long-Term Care Awareness Month, a reminder that planning for the future means thinking beyond retirement savings.

Long-term care isn't just about nursing homes. It can include assistance with everyday activities, whether that's at home, in an assisted living community, or in a nursing facility.

A few questions worth asking:
💭 Who would help care for me if I needed assistance?
💭 How might the cost of care impact my retirement savings?
💭 Have I discussed my wishes with my family?
💭 Do I have a plan in place?

The best time to have these conversations is before you need to make these decisions.

At Burckhard Financial Group, we believe financial planning is about more than preparing for retirement. It's about helping you prepare for life's unexpected turns, too.

🎃 Things Scarier than Halloween….👻 Finding out your family isn't financially protected.💀 Realizing your life insurance h...
10/30/2026

🎃 Things Scarier than Halloween….

👻 Finding out your family isn't financially protected.
💀 Realizing your life insurance hasn't been reviewed in 10 years.
🕷️ Discovering your coverage doesn't match your life anymore.
🧟‍♂️ Assuming “I have a policy” means “I'm fully protected.”

The good news?

These are things you can actually do something about.

Don't let a coverage gap be the thing haunting you.

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/3W9JVh3

If you have questions about your own beneficiary choices, send me a message.

Address

320 E. Broad Street
Cookeville, TN
38501

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19315255433

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