Tax & Retirement Advisory Services, LLC’s mission is to educate our clients so they can make sound financial decisions that take into account their unique individual needs. Our primary focus is helping people develop plans that provide for today and tomorrow while minimizing risk and taxes that could severely impact their planned retirement.
Founded in 2002, we’re committed to helping you work toward the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Gary D. Burger, CFP®, Partner and Co-Founder
Gary Burger has been assisting retirees for more than 28 years. As a Certified Financial Planner (CFP®), Gary’s goals for retirees are to help them protect their assets, increase their income and net worth and reduce or eliminate taxes on their Social Security income.
Gary attended the University of South Carolina on a football scholarship and graduated with a degree in business management. He is a Registered Investment Adviser with Charles Schwab Institutional, and is a well-known financial professional in the Gwinnett County area, where many people have attended his seminars. Gary holds life insurance licenses in Georgia, South Carolina and Kansas in addition to holding a Series 65 securities license. Over the years, he has advised respected retirees from top local and national businesses, including General Motors, Verizon Wireless and Georgia Power, as well as retirees in the Metro-Atlanta School Districts.
Gary lives with his wife, Joan, in Hoschton, Gwinnett County, Georgia. Joan is a retired Gwinnett County teacher. They have two children, Emilie and Gary Jr. Emilie graduated from the University of Georgia in 2013 and received a bachelor’s degree in recreation and leisure studies. Gary is a 2016 graduate of the University of Georgia with a bachelor’s degree in financial planning.
In his free time, Gary enjoys spending time with his family, playing golf and hunting. He is a strong supporter of high school and college athletics.
Philip L. Manley, CPA, Partner and Co-Founder
Philip Manley is a partner and co-founder of Tax & Retirement Advisory Services, LLC. Philip is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
For more than 30 years, Philip Manley has made it his personal mission to assist as many individuals as possible on bulletproofing their financial future. Phil has helped numerous clients and their families reduce their tax burdens through proper tax planning, not to mention his work helping them secure their hard-earned assets by reducing unnecessary financial risk.
Phil’s experience includes tax compliance; tax planning; development and implementation of financial and estate plans; creation of private, personal pension and required minimum distribution plans; and tax minimization strategies. A graduate of Georgia State University with a Bachelor of Science degree in accounting, Phil currently assists well over 1,000 clients with tax preparation services. He holds a Georgia insurance license.
Phil lives with his wife, Julie, in Auburn, Georgia. Julie owns her own award-winning hair salon business, Studio 93, located in Buford. They have three children, Kyle, Jordan and Hannah. Kyle graduated from Georgia Tech, where he played football for the Yellow Jackets. He is now a college football coach with the University of Tennessee. He and his wife, Halle, have one son, Cooper, who is Phil and Julie’s only grandson. Their oldest daughter, Jordan, earned her bachelor’s degree in special education. She lives in Houston, Texas, and is a successful barrel racer. Their youngest daughter, Hannah, attended North Georgia University and currently works for Philip L. Manley Certified Public Accountant firm.
Away from the office, Phil enjoys spending time with his family and is actively involved in the community. He donates his time to several small nonprofits, and is treasurer for the City of Buford High School Sports Booster Club. He is an animal lover, owning seven dogs, four horses and a cat.
Emilie B. Meason, Client Servicing and Transfer Specialist
Emilie Meason oversees day-to-day operations at Tax & Retirement Advisory Services, LLC. Emilie coordinates client appointments, educational workshops and seminars. She also handles various case preparations for potential clients and assists with client accounts and client requests.
Emilie is a 2013 graduate of the University of Georgia, where she played on the women’s golf team. She resides in Atlanta with her husband, William. In her free time she enjoys all outdoor activities including golf, running, hiking and yoga.
Audrey Marlette, Marketing Sales Manager
Audrey Marlette administers the development and implementation of support materials at Tax & Retirement Advisory Services, LLC, organizes the production of publications, and assists with client appointments and educational seminars. In addition, Audrey assists with day-to-day operations in Phil Manley’s CPA office.
Audrey is a 2014 graduate of The University of North Georgia with a bachelor’s degree in marketing. She was a member of the UNG women’s tennis team all four years. She resides in Buford and enjoys playing in an ALTA league and spending time with friends and family.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 678-714-2411 today!
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.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.