Bill Burke

Bill Burke has spent the majority of his career working in the financial services industry. In 2013, he founded GroundRush Financial, LLC, with a mission to help clients preserve their assets and generate a stable retirement income. Bill believes you must plan on living well until age 100.

HE HAS EARNED THE FOLLOWING CREDENTIALS:

• Certified Financial Planner (CFP)
• Chartered Life Underwriter (CLU)
• Master Elite IRA Advisor, Ed Slott IRA Organization

Bill graduated from the University of California with a bachelor’s degree in political science. He is also a U.S. Army veteran and has great respect for those who dedicated their lives to serving and protecting our country.

He is the proud father of three adult children: a detective, a musician and a small business owner, as well as the proud grandfather of four granddaughters. He volunteers as an Honor Guard for the Sacramento Valley National Cemetery.

SERVICES

• Financial & Wealth Planning
• Investment Management
• Retirement Income Planning
• Legacy Planning
• Tax Minimization Strategies
• ROTH Conversions
• Social Security Maximization
• Insurance & More!

PROTECTING YOUR ASSETS FROM 5 KEY RISKS

• Longevity
• Taxes
• Low Interest Rates
• Market Volatility
• Long-term Healthcare

Proud Military Supporter & Army Veteran!

Investment advisory services offered through Redwood Private Wealth, a SEC-Registered Investment Advisor. Redwood Private Wealth does not provide legal or tax advice. Investment Advisor Representatives of Redwood Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through William D. Burke & Co., Inc. Securities transactions for Redwood Private Wealth clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21927 – 2022/5/31 | © 2022 GROUNDRUSH FINANCIAL, LLC