Andrea V Burckhard LUTCF, CAP, CLTC, RICP Agent with New York Life

Andrea V Burckhard LUTCF, CAP, CLTC, RICP Agent with New York Life I’m a Financial Advisor who believes planning for the future should feel personal and empowering—not intimidating. I am located downtown Cookeville at 320 E.

Financial Advisor helping individuals, professionals and business owners to create, build, and preserve wealth through a holistic planning process and trusted guidance. I help individuals, families, business owners and professionals create strategies for retirement income, protection, estate and legacy planning, and business solutions to protect and grow what matters most to you. I'm also deeply i

nvested in giving back, serving on the Impact Leadership Board, the Plenty Advisory Board, and co-founding the Upper Cumberland Women’s Club. In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Broad, Ste 1a, Cookeville, TN 38501. Andrea V. Burckhard, LUTCF®, CAP® CLTC®- Office: 931-525-LIFE (5433),
Cell 931-265-1959. Neither Burckhard Financial Group LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Burckhard Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Awards:
-LTC Elite 2020
-Million Dollar Round Table (MDRT) 2020
-Top 2,020 Agent 2020

(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of
excellence for life insurance sales performance in the insurance and financial services industry.

Life insurance 101: An overview of term life policies versus whole life policies You know how life insurance works as a...
07/17/2026

Life insurance 101: An overview of term life policies versus whole life policies
You know how life insurance works as a basic protection tool – pay a premium, and if the worst happens, the carrier pays out a benefit. But did you know that life insurance can provide more benefits than just a one-time payout? Read this article which explains the difference in term and whole life policies and then let’s talk about which makes more sense for you and your family’s peace of mind.
https://bit.ly/4vAp2aM

History of the U.S. Estate Tax The Tax Cuts and Jobs Act of 2017 became one of the most significant tax legislation acts...
07/15/2026

History of the U.S. Estate Tax
The Tax Cuts and Jobs Act of 2017 became one of the most significant tax legislation acts signed into law since the Tax Reform Act of 1986, as this historic timeline illustrates, but some important aspects of the TCJA could be expiring soon. Follow the link to see the full history and important disclosures. Is it time to update your estate plan? https://bit.ly/4wKe0Ro

We all picture retirement as travel, relaxation, and more time with loved ones—but turning those dreams into reality isn...
07/15/2026

We all picture retirement as travel, relaxation, and more time with loved ones—but turning those dreams into reality isn’t always simple. Traditional retirement accounts come with limits and restrictions. That’s why some families explore a supplemental life insurance retirement plan (SLIRP)—a flexible option that helps protect your loved ones while building cash value you can access when needed. Watch this 2-minute video to learn how a SLIRP works, then talk to your financial professional to see if it’s right for you. https://bit.ly/4fck5Pb

Life insurance is primarily intended for death benefit protection and is subject to underwriting. Loans against your policy accrue interest and decrease the death benefit and available cash surrender value. Accessing cash value will reduce both.

You work hard for your income — but how it’s classified for tax purposes can change everything: Taxable means you pay n...
07/13/2026

You work hard for your income — but how it’s classified for tax purposes can change everything: Taxable means you pay now; tax-deferred means you pay later; and tax-free means you may never pay! Smart financial planning isn’t just about how much you earn; it’s about what kind of income you build. Watch this short video to learn other important disclosures and then let’s look at what’s inside your buckets. https://bit.ly/44rm9hu

Secure what matters most—your incomeYou protect your home, your car, and other essentials. But what about the income tha...
07/10/2026

Secure what matters most—your income
You protect your home, your car, and other essentials. But what about the income that makes it all possible? Individual disability insurance helps safeguard your finances in case sickness or injury keeps you from earning a paycheck. Reach out to learn more.

07/09/2026

“My brothers and I always felt that we had the perfect childhood, until an oncoming vehicle crossed the center line and changed everything.” Braden Draggoo’s story illustrates how one sudden event – and his father’s love for his family -- uniquely impacted his understanding of what happens if mom or dad isn’t there one day to put bread on the table.

Do’s and don'ts for employing children in a family business Do you employ your children in your family business? It's mo...
07/07/2026

Do’s and don'ts for employing children in a family business
Do you employ your children in your family business? It's more than just assigning tasks—it's an opportunity to create tax savings, teach valuable life skills, and even build a foundation for their financial future. Read this article to learn how you could minimize your tax burden, introduce your child to the world of entrepreneurship, and leverage strategies to set them up for future success and to see important disclosures. Navigating this path requires understanding the rules and ensuring compliance to make the most of this opportunity, so let’s talk about how you can enjoy these unique advantages.
https://bit.ly/3SDgoL3

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2026

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

Charitable gifts with retained life estates allow you to support a cause you care about while continuing to enjoy your p...
07/01/2026

Charitable gifts with retained life estates allow you to support a cause you care about while continuing to enjoy your property. This strategy can offer significant tax benefits and help preserve your family's wealth. Read the full article to learn more about how this works and other important disclosures and then let’s see if this strategy is a good fit for your financial goals. https://bit.ly/4v6Ytty

Address

320 E Broad Street, Ste 1A
Cookeville, TN
38501

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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