Cal Burgess

Cal Burgess

Austin, TX

Joined: August 24, 2011

About Me

Name: Cal Burgess
Job Title: President
Company Name: Retirement Servicing Group PLLC Biography: A Texas native, Cal Burgess has worked hard to establish himself as a well-respected and high performing Retirement Consultant. He is dedicated to supporting entrepreneurs who, among other things, wish to achieve a work-optional lifestyle. He has developed a proven, industry leading wealth-management process ‘The Wealth Enhancement System’ (WES). Once implemented, the WES equips business professionals with the knowledge required to both achieve and maintain financial independence. In the last decade, Cal has further developed the WES multi-step procedure, now equipped with safe guards to protect against critical financial events. In addition to his professional experience, Cal holds a Major in Management from the Business School of Stephen F. Austin St. University and is considered a pillar of knowledge amongst his peers in the wealth management industry. Shortly after the implosion of Fannie Mae and Freddie Mac in 2009, Cal founded a wealth advisory agency ‘The Retirement Servicing Group’. As this business developed, he took on further projects including hosting Austin's very own radio show ‘Safe Money Austin’, a station dedicated to embracing the ideology of a work-optional lifestyle. An accomplished academic, Cal has published a number of different works which have been recognized by some of the top financial advisors in the retirement education industry. A passionate approach to life has seen Cal achieve what many only dream of, he continues to develop and refine WES, with a commitment to continue to share his systematic process in a bid to protect the quality of life of his clients, without delaying the course/destination. Cal lives by the philosophy ‘Everyone deserves financial security, even though we live in an insecure financial world’. Currently based in Texas with his loving family, get in touch with Cal to discuss your financial future today.
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Cal Burgess recently commented on Donald Hoffman's profile
2016-06-17 14:40:26

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Donald Hoffman started following Cal Burgess
2016-06-14 12:22:50


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Cal Burgess recently contributed a new Article, Will this election set back your financial timeline?
2016-06-13 10:00:00

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2016-06-01 20:09:44

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Carley Meiners started following Cal Burgess
2016-06-01 19:36:03

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Cal Burgess recently contributed a new Article, Navigating through a perfect market storm
2016-06-01 10:00:00

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2014-06-17 13:51:50

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Cal Burgess recently commented on Locking in your gains for lifetime income By Cal Burgess
2014-06-06 11:36:15

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Paul Cross recently commented on Locking in your gains for lifetime income By Cal Burgess
2014-06-04 10:17:32

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Cal Burgess recently commented on Locking in your gains for lifetime income By Cal Burgess
2014-06-03 21:56:25

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Cal Burgess recently commented on Locking in your gains for lifetime income By Cal Burgess
2014-06-03 21:51:17

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Steve Savant recently commented on Locking in your gains for lifetime income By Cal Burgess
2014-06-03 11:17:17


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Peter J. “Coach Pete” D’Arruda started following Cal Burgess
2014-05-14 23:26:11

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Suzy Tims started following Cal Burgess
2014-05-14 14:49:36

Paul Cross
Paul Cross recently commented on Market volatility: protecting against uncertainty By Cal Burgess
2013-05-04 08:18:23

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Owen Edwards started following Cal Burgess
2013-05-04 01:46:33

Cal Burgess
Cal Burgess recently commented on Market volatility: protecting against uncertainty By Cal Burgess
2013-04-30 23:45:32

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Cal Burgess recently commented on Market volatility: protecting against uncertainty By Cal Burgess
2013-04-30 23:43:33