Benefits of Being a Client

As a client of Burkemper Group you will benefit in numerous ways.

First and foremost, you will have access to professional and independent advice about your retirement plans, whether they be financial, tax or estate plans. But there are other benefits as well. For example:

Burkemper's Golden Referral Club

What is the Golden Referral Club?

As a way to say “Thank you!” to those of you who send us new financial clients by way of recommendations, Burkemper Group will induct you into the prestigious Golden Referral Club. With this Club Membership come certain rewards.


Can anyone give a recommendation and be admitted to the Golden Referral Club?

No, not necessarily. At Burkemper Group, we have several kinds of clients. Some of our clients may take advantage of Bob Lallinger, C.P.A., and our $49 tax preparation services. Another kind of client may benefit from the excellent legal services offered by Thomas C. Croft, Attorney at Law. Our financial clients have invested money with us and benefit from our financial planning expertise. And there are several of our clients who benefit from more than one or all of these services.

But, our financial clients are especially important to us, because they actually help us to grow our business by investing their money through our firm. And when they recommend someone to us who also becomes a financial client, the Golden Referral Club gives them recognition for their actions. 


What are the benefits of the Golden Referral Club?

There are several tiers associated with membership in the Golden Referral Club. Each new tier can be attained by a client for every new recommendation who becomes a financial client of Burkemper Group.

Some of the rewards of club membership are listed as follows:

1st Recommendation  =  Tier 1: Embossed Leather Padfolio
2nd Recommendation =  Tier 2: Cross Pen
3rd Recommendation  =  Tier 3: Embossed Leather/Clothe Briefcase
4th Recommendation  =  Tier 4: Free Tax Return Preparation for the next 5 years
5th Recommendation  =  Tier 5: Free Tax Return Preparation for life

Also, at each new tier, a 14k Gold-Plated Burkemper Group Collector’s Coin will be awarded to the client. This beautifully sculpted, numismatic piece serves a larger purpose than just being a coin to display and take pride in. It is a token of deep, heart-felt thanks from all of us at Burkemper Group to you, our valued clients.

 


When will I receive my rewards for reaching a new tier as a Member?

Any client who reaches a new tier in the Golden Referral Club will receive the reward associated with that tier when they attend our Client Workshops. These events are held several times a year, and we try to schedule them on varying days and times so that our clients will hopefully be able to attend at some point or another in a given year.
 

What else can I expect from becoming a member?

After a client has been initially inducted into the Golden Referral Club, they will get the Burkemper Group equivalent of the ‘Royal Treatment.’ There will be special seating at our Client Workshops, invitations to special "Member Only" events throughout the year, and more. You’ll just have to join the club as soon as possible to enjoy all the benefits!
 

How can I give you a recommendation and make sure I receive credit for it?

Simple. Call us today at (314) 822-4440. Tell us your name and the name, address and phone number of the friend or family member you wish to recommend to us and we'll do the rest!
______________

Also, as a Burkemper Group Client, you will have access to regular updates about changes in IRS Rules and Regulations which may affect you, new strategies and investment ideas as they become available (but only if appropriate for your plan) and other news & updates.

We get this information to our clients is by either emailing or by through the US Postal Service. In the past, we've also sent out Quarterly Newsletters, an archive of which you can find here:

The Burkemper Beacon, Volume I, Issue 1.

The Burkemper Beacon, Volume I, Issue 2.

The Burkemper Beacon, Volume I, Issue 3.

The Burkemper Beacon, Volume I, Issue 4.
______________

We also hold annual and quarterly events for our clients, which there is typically never a cost to attend. These events range from our Annual Client Appreciation events to the Quarterly Education events to a mix of both. Check out Our Calendar for upcoming client events.