Business ProfileforBurgos & Brein Wealth Management, LLC

I engaged with Burgos and Brein in August 2021 on behalf of my parents. We signed an agreement with the scope of work: "Long Term Care Income & Preservation of Estate Planning". The goal was to obtain VA benefits based on my dad's service and then put together a financial plan for my parents. For VA benefits, we completed legal paperwork with lawyers recommended by Burgos and Brein under separate agreements. Unfortunately, my parents decided that they did not want to continue and over the next 14 months I tried to change their minds. Realizing that my parents were not going to move forward, I decided it was best to close out the agreement. It seemed unreasonable to expect the process to continue indefinitely since laws and requirements change. The Burgos and Brein agreement states "If the client cancels after five (5) days, any unearned fees will be refunded to the client based on the percentage of work completed." I requested an invoice for the work completed and an accounting of the remaining unearned fees. Instead, I got a response stating: "We have a strict no refund policy after 5 days of the agreement being signed." There is no such policy in the agreement. I pointed this out and requested a refund based on generously estimating 7 hours earned fees from 4-5 hours of phone conversations and 1-2 hours collecting paperwork thus leaving 6 hours unearned of the 13 billed. They responded: "We are more than willing to complete out spoke (sic) of work." I do not understand how that would happen since laws change, requirements change, fees change, and it could be years before we move forward. It is not clear whether they would request more fees and I am losing confidence in their advice given that they are unwilling to acknowledge the current agreement. Thus, it is best to move on. I respectfully request that they abide by their agreement and provide a refund for unearned fees. I calculated the remaining fees to be 6 hours at $350/hour.