“A Slice of Advice” to bring an informational, yet personable, approach to retirement planning
For many people, managing personal finances and planning for retirement can feel overwhelming or even something to put off for later. However, financial professional Kelton M. Burgess, JD and his team at Cranberry Wealth are here to change that with their new podcast, “A Slice of Advice with Kelton Burgess.” The show dives into essential strategies for retirement, offering real-life examples that demonstrate the difference well-informed planning can make for your financial future.
Cranberry Wealth, based in Cranberry Twp., serves clients in the Greater Pittsburgh Area, helping them prepare for and preserve a fulfilling retirement. The firm focuses on crafting comprehensive planning strategies for retirement and near-retirement individuals. They offer personalized plans designed to potentially minimize taxes, optimize income, and—most importantly—reduce the stress often associated with major retirement decisions.
Kelton M. Burgess, JD, Wealth Advisor, founder and CEO of Cranberry Wealth, launched the firm in 2011 after working in the financial services industry as an in-house estate planning attorney at the typical ‘Big Box’ wealth management companies. He has first-hand experience about how important financial planning is, through his personal and professional experiences with family, friends, and the community. He was inspired to offer clear, concise, and valuable advice to help investors avoid mistakes and build confidence in their retirement planning Now, he brings that same commitment to the airwaves, to provide practical, accessible advice on finances and retirement with “A Slice of Advice with Kelton Burgess.”
Kelton believes that retirement planning shouldn’t feel like an intimidating process, handled by some faceless professional in a sterile office environment. Instead, he and his team prioritize building relationships with their clients—offering not just advice but also empathy during tough times and celebrating alongside them as they hit financial milestones.
For those looking to cut through the jargon and get the straight facts, Kelton M. Burgess, JD and Cranberry Wealth present their new show, “A Slice of Advice with Kelton Burgess.” Now available for download on your favorite streaming platform, “A Slice of Advice with Kelton Burgess” is your recipe for retirement. From in-depth financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, listen and subscribe to “A Slice of Advice” today to start making your retirement planning a easy as pie!
Insurance products are offered through the insurance business KMB Financial, LLC d/b/a Cranberry Wealth. Cranberry Wealth is also an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Cranberry Wealth are not subject to Investment Advisor requirements. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Cranberry Wealth is not affiliated with or endorsed by the U.S. Government or any governmental agency. 4794217-09/25
