About
Thomas Burke is a ChFC and CLU with 25 years of experience helping retirees and pre-retirees in South Florida structure reliable income streams. He is a specialist in Social Security optimization and long-term care planning.
Investment Philosophy
Retirement income planning is an engineering problem: how do you create a paycheck that lasts 30+ years? I design income strategies that are reliable, tax-efficient, and inflation-aware.
Retirement is not the end of earning — it's the beginning of income engineering.
Firm Information
FirmSunshine Wealth Management
PositionSenior Retirement Specialist
Agency TypeBroker-Dealer
Firm CRD#012345
About FirmA Miami-based practice serving Florida retirees and snowbirds with comprehensive retirement income planning, Social Security optimization, and long-term care strategies.
Professional Details
Advisor CRD#123789
Fiduciary No
CompensationCommission + Fee
Designations
Licenses
Investment Information
Assets Under Management$112M