Burgos & Brein

Burgos & Brein We are the leading firm in the U.S. We'll analyze your current financial situation, set realistic goals, and develop strategies to help you achieve them.

specializing in VA Pension Assistance, Medicaid Planning, Retirement Planning, Asset Protection, and Long-Term Care Planning. At Burgos and Brein, we're dedicated to helping you secure your financial future and navigate complex planning decisions, no matter where you are in the United States. Our nationwide services are designed to provide you with expert guidance and personalized solutions from t

he comfort of your own home. Our Services

Investment Planning
We offer comprehensive investment strategies tailored to your unique goals and risk tolerance. Our team of experts will help you build and manage a diversified portfolio to maximize your returns and secure your financial future. Retirement Planning
Whether you're just starting your career or nearing retirement, we'll help you create a robust plan to ensure you can enjoy your golden years with peace of mind. VA Aid and Attendance Claims Assistance
We specialize in helping veterans and their families navigate the complex process of applying for VA Aid and Attendance benefits. Our experienced team will guide you through every step, ensuring you receive the support you deserve. Medicare and Medicaid Planning
Understanding the intricacies of Medicare and Medicaid can be overwhelming. We'll help you make informed decisions about your healthcare coverage, ensuring you have the right protection in place for your needs and budget. Long-Term Care Planning
Prepare for the future with our expert long-term care planning services. We'll help you explore your options and develop a strategy that protects your assets and ensures quality care when you need it most. The Advantages of Remote Consultation

At Burgos and Brein, we embrace the power of technology to provide you with convenient, efficient, and personalized service. Our remote consultation model offers several key benefits:

1. Nationwide Accessibility: No matter where you are in the United States, you can access our expert services without geographical limitations.

2. Flexibility: Schedule consultations at times that work best for you, without the need to travel or take time off work.

3.Comfort and Convenience: Receive expert advice from the comfort of your own home, eliminating travel time and expenses.

4. Efficient Communication: We utilize state-of-the-art video conferencing and secure document sharing platforms to ensure clear, effective communication and seamless collaboration.

5.Expanded Expertise: Our remote model allows us to bring together a diverse team of specialists, ensuring you have access to the best minds in the industry, regardless of location. Our Commitment to You

At Burgos and Brein, we're more than just financial advisors – we're your partners in building a secure and prosperous future. Our team is committed to:

- Providing personalized, comprehensive financial solutions tailored to your unique needs and goals
- Staying up-to-date with the latest industry trends and regulations to offer you the most current advice
- Maintaining the highest standards of professionalism, integrity, and confidentiality
- Leveraging technology to enhance your experience and streamline our services

Get Started Today

Take the first step towards a more secure financial future. Contact Burgos and Brein today to schedule your remote consultation. Let us show you how our nationwide services and expert guidance can help you achieve your financial goals, no matter where you are.

Medicaid isn't just for people with no assets. It's something you plan for. A lot of middle-class families discover this...
06/18/2026

Medicaid isn't just for people with no assets. It's something you plan for.

A lot of middle-class families discover this too late, when a care crisis arrives and the savings they worked decades to build start disappearing fast. Medicaid planning, done early, can protect assets you'd otherwise have to spend down. Ask us what that looks like for your situation.

866-949-7675 | BurgosandBrein.com

Rising long-term care costs aren't slowing down. But with the right plan, they don't have to derail everything you've sa...
06/15/2026

Rising long-term care costs aren't slowing down. But with the right plan, they don't have to derail everything you've saved.

Medicaid just got harder to qualify for, and long-term care now costs over $130,000 a year.If your family hasn't looked ...
06/14/2026

Medicaid just got harder to qualify for, and long-term care now costs over $130,000 a year.

If your family hasn't looked at a plan yet, this is worth reading.

https://bbwmservices.com/what-the-medicaid-cuts-mean-for-your-family-and-why-you-cant-wait-to-plan/

What the Medicaid Cuts Mean for Your Family and Why You Can’t Wait to Plan June 8, 2026 If you’ve been watching the news and wondering whether any of it actually affects you, this one does.The legislation passed in 2025 — widely referred to as the “One Big Beautiful Bill” — included swee...

Your retirement account balance isn't the same as your retirement income. A lot of people hit retirement age and realize...
06/12/2026

Your retirement account balance isn't the same as your retirement income.

A lot of people hit retirement age and realize the two aren't the same thing. Turning savings into a steady paycheck — without running out — takes a plan. If you're not sure yours adds up, let's talk.

Free consultation: 866-949-7675 | BurgosandBrein.com

Most veterans who qualify for Aid & Attendance never apply,because nobody told them they could. If your parent served in...
06/08/2026

Most veterans who qualify for Aid & Attendance never apply,because nobody told them they could.

If your parent served in the military and now needs help with daily living, this VA benefit could cover a significant portion of long-term care costs. It exists. It's real. And you don't have to figure it out alone.

Call us for a free consultation.
866-949-7675 | BurgosandBrein.com

Today, we pause.We remember the men and women who gave everything so the rest of us could carry on. Their sacrifice isn'...
05/25/2026

Today, we pause.

We remember the men and women who gave everything so the rest of us could carry on. Their sacrifice isn't a footnote, it's the foundation.

To every family who lost someone in uniform: we honor them with you today. 🇺🇸

Your retirement account dropped. Prices are still up. And you're wondering if your plan still holds.That's not panic, th...
05/07/2026

Your retirement account dropped. Prices are still up. And you're wondering if your plan still holds.

That's not panic, that's a reasonable question. Market swings hit retirees differently than workers. You're withdrawing, not contributing. A down market doesn't just feel bad; it can do real damage if your income sources aren't set up right.

We wrote about what's happening right now and what's actually worth doing about it. 👇

https://bbwmservices.com/what-market-volatility-means-for-retirees-and-what-you-can-do-about-it/

Free consultations available at 866-949-7675 or [email protected]

Here's what's happening, why it matters if you're retired or close to it, and the steps that can help protect what you've built.

Watching the market drop is hard. Watching your retirement drop with it is harder.If your plan depends entirely on the m...
04/30/2026

Watching the market drop is hard. Watching your retirement drop with it is harder.

If your plan depends entirely on the market staying up, it may be time to look at what else you can do.

We help retirees build income that holds up, not just in the good years.

Veterans: there's a benefit for this. Most people have never heard of it.VA Aid & Attendance can help cover the cost of ...
04/27/2026

Veterans: there's a benefit for this. Most people have never heard of it.

VA Aid & Attendance can help cover the cost of home care, assisted living, or nursing home care for veterans and surviving spouses who qualify.

We help families through every step of the process, from paperwork to approval.

Find out if you qualify 👉 866-949-7675

This is what it looks like when a community shows up for each other. 💙We visited The Fountains in Melbourne to share wha...
04/23/2026

This is what it looks like when a community shows up for each other. 💙

We visited The Fountains in Melbourne to share what we know about VA Aid & Attendance and long-term care planning, and the turnout was incredible.

That energy at the end? That's what we do this for.

BBWM offers free senior benefits and long-term care consultations. Just honest guidance from advisors who've been doing this for 16 years.

📞 866-949-7675
✉️ [email protected]

Address

1060 Woodcock Road
Orlando, FL
32803

Opening Hours

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

Telephone

+18669497675

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