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

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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 invested 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.

Welcome to the “I'll Do It Later” Club.I'll review my insurance later.I'll update my beneficiaries later.I'll talk about...
10/15/2026

Welcome to the “I'll Do It Later” Club.

I'll review my insurance later.
I'll update my beneficiaries later.
I'll talk about estate planning later.
I'll get life insurance later.

The problem?
“Later” has a habit of becoming “I wish I had.”

October is a good month to check one thing off the list.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4hVEucD

If it gets you thinking about your own plans, send me a message.

The $64,000 Question…💭 Here's a question worth asking:How much would your family need if your income disappeared tomorro...
10/12/2026

The $64,000 Question…

💭 Here's a question worth asking:

How much would your family need if your income disappeared tomorrow?
$50,000?
$100,000?
$500,000?
More?

There's no universal answer.
Your family's needs, debts, income, goals, and circumstances all matter.
The important part is knowing your number.

🧠💚 World Mental Health Day is Saturday, October 10th.A reminder that taking care of your future isn’t just about your fi...
10/08/2026

🧠💚 World Mental Health Day is Saturday, October 10th.

A reminder that taking care of your future isn’t just about your finances.
It’s also about taking care of YOU.

Today is a good day to:
✨ Take a break
💬 Check in with someone you care about
🌿 Spend a little time doing something that brings you peace
❤️ Give yourself some grace
📵 Step away from the noise for a while

Because a healthy financial plan is important—but so is making time for the people, experiences, and moments that make life meaningful.

Your well-being belongs in the plan, too. 💚

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

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

ADULTING IS...Adulting is realizing…You should probably have a will.You should know who your beneficiaries are.You shoul...
10/05/2026

ADULTING IS...

Adulting is realizing…
You should probably have a will.
You should know who your beneficiaries are.
You should have an emergency fund.
And yes… you should probably review your life insurance.

Nobody said growing up was glamorous. 😂

But protecting the people you love? That's worth doing.

Investing in literacy means investing in our community. 📚On September 26, The Great Gathering brought the community toge...
10/02/2026

Investing in literacy means investing in our community. 📚

On September 26, The Great Gathering brought the community together in support of Plenty Bookshop and its mission to foster literacy, education, and community engagement in Cookeville.

We were proud to be part of an evening that celebrated the power of books, learning, and connection. When we support literacy, we help create opportunities, strengthen our communities, and invest in a brighter future.

💸 Your future self called… they want a financial plan. 😉October is National Financial Planning Month, which means it’s t...
10/01/2026

💸 Your future self called… they want a financial plan. 😉

October is National Financial Planning Month, which means it’s the perfect time to check in on more than just your calendar.

Are your finances keeping up with your life?
🏡 Big purchase on the horizon?
👨‍👩‍👧 Growing your family?
🎓 Thinking about college?
🏖️ Dreaming about retirement?
🌎 Wanting to travel more?
🥚 Building something to leave behind?

This month, give your financial plan a little TLC. Review your goals, protection, retirement strategy, and legacy plans—and make sure everything is still working toward the future you want.

Because “I’ll figure it out someday” isn’t exactly a financial strategy. 😏
Ready to give your financial plan a check-up? Let’s talk.

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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