Bruce Kaserman

BGK Financial is a Vienna, VA firm associated with Bruce Kaserman that works with individuals, business owners, and late baby boomers on retirement-focused planning.

Its listed services include retirement income planning, Social Security planning, tax planning, estate and legacy planning, long-term care planning, investment planning, and Medicare and…

BGK Financial is a Vienna, VA firm associated with Bruce Kaserman that works with individuals, business owners, and late baby boomers on retirement-focused planning. The source materials describe the firm as a registered investment advisor and outline a planning approach centered on helping clients understand income, timing, taxes, healthcare costs, and longer-term decisions.

Its listed services include retirement income planning, Social Security planning, tax planning, estate and legacy planning, long-term care planning, investment planning, and Medicare and health insurance planning. For business owners, the firm focuses on coordinating retirement income, tax strategy, exit timing, and long-term planning as they transition away from day-to-day business responsibilities.

The profile facts also identify Health insurance as a line of authority in Virginia, with English listed as the language in the source record.