Bio (Cal Burgess)

Cal Burgess

Mr. Burgess is a Texas native who specializes in unique financial strategies designed to eliminate market volatility while embracing core concepts of tax advantaged income planning.   Mr. Burgess’s financial perspective stems from several years in the mortgage banking industry, which eventually evolved into income planning solutions offered through financial guarantees.    Mr. Burgess is a graduate of the Business School of Stephen F. Austin St. University in Nacogdoches, TX and currently resides in Austin, TX. 


In 2009 Mr. Burgess opened a financial services agency, Retirement Servicing Group PLLC, specializing in concepts of financial security offered through annual reset; allowing for moderate gains while bypassing all market volatility.  Through 2010 and 2011 Mr. Burgess hosted the radio show “Safe Money Austin” aired throughout Central TX dedicated to financial guarantees and asset preservation.  His published works discussing proven strategies aimed at maximizing income planning (college planning, income planning, and retirement planning) have been recognized by top financial professionals nationwide.   His philosophy revolves around a concept of “Financial Security within an Insecure Financial World”.



  • Developing income planning solutions
  • Facilitating wealth transfer
  • Developing retirement solutions
  • Designing retirement income distribution
  • Advising on money management
  • Outlining planned giving
  • Developing long term strategic alliances