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About Us

INDEPENDENCE is Your Advantage

Cortburg Retirement Planning has the flexibility to offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives. We accomplish this task and objective utilizing the latest trading and financial planning technology and experience. 


The Need For OBJECTIVE ADVICE Has Never Been Greater

Our mission is to provide a high level of responsive and personal service to clients, informed by a deep understanding of their needs and preferences. When clients choose Cortburg Retirement Planning as their trusted advisor, they receive integrity, intelligence, and insight from an objective seasoned advisor.


A Leading Source of IMPARTIAL Financial Advice

Our customized programs aim to grow, protect and conserve clients' wealth by delivering a superior level of personalized service and expertise.  As financial advocates, we leverage LPL Financial's valuable resources to prepare and deliver our best investment ideas designed exclusively to support our clients.


Extensive ACCOUNT PROTECTION

The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.