Burgos & Brein

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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 the 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.

Just over five weeks left to review your Medicare coverage for 2027. The deadline is December 7.Not sure where to start?...
10/29/2026

Just over five weeks left to review your Medicare coverage for 2027. The deadline is December 7.

Not sure where to start? That's normal. Bring your plan letter, your medication list, and your doctors' names. We'll help you compare your options.

Call for a free consultation.

866-949-7675 | BurgosandBrein.com | [email protected]

You spent decades building your savings. The next question is how to turn them into income that lasts.That's what retire...
10/27/2026

You spent decades building your savings. The next question is how to turn them into income that lasts.

That's what retirement planning at Burgos & Brein is for. We look at your income sources, expenses, and goals, then build a plan you can understand.

Free consultations are always available.

866-949-7675 | BurgosandBrein.com | [email protected]

If you were in the hospital tonight, would your family know where everything is?Put these in one folder or binder this w...
10/23/2026

If you were in the hospital tonight, would your family know where everything is?

Put these in one folder or binder this weekend:
- Medicare and insurance cards
- A list of your medications and doctors
- Power of attorney and health care directive
- A list of accounts and who to call
- Your will
- For veterans, your DD-214

It's a gift to the people who love you.

866-949-7675 | BurgosandBrein.com | [email protected]

Enjoyed connecting with the Westminster community at our Senior Benefits Seminar in Orlando. A special thank you to Caro...
10/21/2026

Enjoyed connecting with the Westminster community at our Senior Benefits Seminar in Orlando. A special thank you to Carol Spears for putting the event together!

Questions about senior benefits or long-term care? Call 866-949-7675 or visit BurgosandBrein.com.

Comparing Medicare plans? Ask these four questions:1. Are my doctors and my pharmacy still covered?2. Are my prescriptio...
10/21/2026

Comparing Medicare plans? Ask these four questions:
1. Are my doctors and my pharmacy still covered?
2. Are my prescriptions on the plan's drug list, and what will they cost?
3. What will I pay in total: premium, deductible, copays, and the yearly out-of-pocket limit?
4. Did anything change from last year?

A plan with a low premium can still cost more overall. Need help comparing? Call us.

866-949-7675 | BurgosandBrein.com | [email protected]

One surprise bill shouldn't wreck your year.An emergency fund is the cushion between a car repair or medical bill and cr...
10/19/2026

One surprise bill shouldn't wreck your year.

An emergency fund is the cushion between a car repair or medical bill and credit card debt. A common goal is three to six months of essential expenses.

That number feels far away? Start with one month. Then keep going.

866-949-7675 | BurgosandBrein.com | [email protected]

If your husband or wife served, help may be available to you even after they're gone.Surviving spouses of eligible warti...
10/16/2026

If your husband or wife served, help may be available to you even after they're gone.

Surviving spouses of eligible wartime veterans may also qualify for VA Aid & Attendance, a VA benefit that can help pay for long-term care. Many never apply because no one told them.

Eligibility rules apply. We can help you find out where you stand. Your first consultation is free.

866-949-7675 | BurgosandBrein.com | [email protected]

It's open. Medicare open enrollment runs October 15 to December 7.Your plan may have changed its costs, drug list, or do...
10/15/2026

It's open. Medicare open enrollment runs October 15 to December 7.

Your plan may have changed its costs, drug list, or doctor network for 2027. A quick review now can save a headache in January.

Want a second set of eyes? Call us for a free consultation.

866-949-7675 | BurgosandBrein.com | [email protected]

If you have today off, here's a good use of an hour: pull out your Medicare plan mail and your prescription list.Open en...
10/12/2026

If you have today off, here's a good use of an hour: pull out your Medicare plan mail and your prescription list.

Open enrollment starts Thursday, October 15. Bring your questions to us and we'll help you sort through them.

866-949-7675 | BurgosandBrein.com | [email protected]

Medicare open enrollment starts next Thursday, October 15, and runs through December 7.Whatever you choose by then is wh...
10/09/2026

Medicare open enrollment starts next Thursday, October 15, and runs through December 7.

Whatever you choose by then is what you'll have starting January 1, in most cases. A little prep now makes it easier: find your current plan letter, list your prescriptions, and write down your doctors.

Bring it all to us and we'll help you compare your options.

866-949-7675 | BurgosandBrein.com | [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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