We employ a unique, disciplined and logical process to help our clients gain control of their financial future. Our compensation structure of planning and advising is specifically designed to incentivize us to maintain consistent communication, work hard to save our clients more money, and take the time to truly inform them.
We are laser focused on the things we and our clients have control over, rather than pinning their entire financial futures to the one thing they have absolutely no control over. Most firms are focused on how to accumulate money to prepare for retirement. Very few are trained and experienced in developing reliable and tax-efficient retirement income plans.
We are laser focused on the things we and our clients have control over, rather than pinning their entire financial futures to the one thing they have absolutely no control over. Most firms are focused on how to accumulate money to prepare for retirement. Very few are trained and experienced in developing reliable and tax-efficient retirement income plans.
Reviews (1)
Melanie Richardson-Severo
Jan 05, 2021
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Brendan has been a financial lifesaver! From helping me to sort out retirement accounts to providing direction on whether or not to move forward with buying condo, Brendan has been incredibly generous with his time and expertise. The way Brendan approaches his work comes from a place of pure heart and a genuine desire to help people make sound financial choices, regardless of their current circumstances. He is a rare gift within the world of financial planning, and you will leave his office knowing that you are in the best of hands.
