Brent Dees Financial Planning is an independent firm specializing in helping business owners reach their financial goals. You need professional advice and guidance to develop the right plan for your future and the future of your business. Together, we can start a rewarding relationship built for long-term success.
In order to move forward, you must first identify what is holding you back. We can help you solve the here and now by determining your biggest challenge in owning a business. Opportunity comes in many different shapes and sizes. As a business owner or entrepreneur, the key is to recognize the right opportunities, and seize them.
In order to move forward, you must first identify what is holding you back. We can help you solve the here and now by determining your biggest challenge in owning a business. Opportunity comes in many different shapes and sizes. As a business owner or entrepreneur, the key is to recognize the right opportunities, and seize them.
Services
Brent Dees is a Certified Financial Planner practitioner, professional business consultant, and the owner of Brent Dees Financial Planning. A North Carolina native, Brent has been helping small business owners, entrepreneurs, and other professionals find work-life balance since 1985.
He is a registered principal with the independent broker-dealer Cambridge Investment Research, Inc., and the president of Focus Four, a coaching program designed to motivate and mentor business owners.Brent works with business professionals and owners who have hit the entrepreneurial ceiling and are ready for a substantive, positive change.
He is a registered principal with the independent broker-dealer Cambridge Investment Research, Inc., and the president of Focus Four, a coaching program designed to motivate and mentor business owners.Brent works with business professionals and owners who have hit the entrepreneurial ceiling and are ready for a substantive, positive change.
Are you ready to retire or hand over the reins of your business to a new generation of leaders? Maybe you'd prefer to keep your business, yet find a way to reclaim your personal life? No matter what you desire, Brent Dees Financial Planning can help you turn your ambitions into reality.
We take our role as your financial advisor seriously, and our professional guidance can help you make suitable financial decisions, both from a personal and business perspective.Using our time-tested approach that combines personal guidance with financial planning techniques, we can help you develop the right written plan for your future and the future of your business.
We take our role as your financial advisor seriously, and our professional guidance can help you make suitable financial decisions, both from a personal and business perspective.Using our time-tested approach that combines personal guidance with financial planning techniques, we can help you develop the right written plan for your future and the future of your business.
Established in 1992, Brent Dees Financial Planning is an independent financial services firm serving successful business owners across the Carolinas. While many financial planning firms focus on the securities business, we take a big picture approach. We aim to help you transition from being the sole decision-maker to a visionary and leader - from the business owning you, to you truly owning the business.
It might sound like a simple concept, but most business owners have never even thought about the end: exiting their businesses. Building a successful business has always defined the American Dream, yet how you leave your business will ultimately determine your financial success. All business owners leave their business in one of four ways, called the Four D's of Leaving.
Discover how Brent Dees Financial Planning can help you take control of your business and reclaim your personal life. To get started, contact Brent today via the below form, call, or email. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
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