Our Goal
When you work with us, you get a partner to plan a successful roadmap through retirement. We will discuss your goals and help implement a plan that will help you reach them.
Our team
Owner, Agent
Heather Calhoun
I am a Licensed Insurance Agent with nearly 20 years of experience. I joined the Burgess & Associates, LLC family in 2008. I immediately fell in love with helping people plan a successful retirement and legacy. I love meeting new people and sharing goals and developing a plan for success. I have always had a servant's heart and am excited to help clients find the best solutions to fit their needs. My goal is to become a partner in your retirement and Medicare planning and to eliminating the confusion that often accompanies insurance. I am dedicated to delivering personalized retirement solutions focusing on integrity, compassion, and excellence. Whether you are seeking to enroll in Medicare Supplement Plan, explore Long-Term Care options, plan your retirement, rollover a 401k, or invest in an annuity or CD, I am here to assist you.
Owner, Agent
Ginger McCullough
I am a Licensed Insurance Agent and also a retired school teacher. I joined the team in 2019 while continuing in my career as a teacher and coach. I enjoy working with people and problem solving. I am very excited about my role as Information Coordinator and Client Support. I will assist with finding the best plans for our clients. I look forward to working with Heather in eliminating confusion and frustration associated with Insurance, Medicare, and Retirement Planning for our clients.