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Brentwood Advisory Group

  •  Brentwood Office: (310) 826-2261
  •  La Canada Office: (818) 425-7105
  •  Fax: (310) 820-5354
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Life Moves Fast

…don’t get left behind

Live your dreams

Plan ahead to bring your vision to life

Be bold

Plan for Success

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  3. Our Process

Our Process

At Brentwood Advisory Group, we walk beside you, helping you make many important financial decisions as you pass through different life stages and face the obstacles that come along the way. Our goal is to become your long-term partner, so as you and your family grow, so too will our relationship, over time.

Educate, Engage & Empower

Our financial planning, investment management and budgeting services are designed to teach positive financial habits that serve each individual through their different life stages, starting with a careful exploration of their goals, then building a comprehensive financial plan. Finally, we periodically meet to update each plan as needs arise. No plan is bulletproof – the best financial plan is the one that changes as frequently as your needs.

Individuals, Families, Young Professionals

  • We work with individuals and families at the “accumulation stage” when it’s strategically important to define their choices and implement important options.
  • We also provide financial planning for families that takes into account their long time horizons to reflect how life may change through the years.
  • We help young professionals make the right financial decisions so that they do not have to make big adjustments and play “catch up” as they near retirement age.

Products Don’t Direct Our Decisions: You Do

At every step of the process, we will focus on meeting your needs and serving your best interests. We are fee-based advisors, which means, we do not receive any commissions for selling you products. From the first time we meet, we will give you objective advice without a hidden agenda. We will work alongside you as your Personal CFO to identify and define your goals, then propose, execute and monitor solutions.

Obstacles Can Arise – Sometimes Several Simultaneously

As you are living your life and building your career, you will have unplanned financial planning challenges that will require immediate attention. These may include:

  • Retirement savings
  • Investments
  • Budgeting for expenses
  • Insurance
  • College savings
  • Medical emergencies
  • Student loans
  • Home renovation
  • Car purchases or repairs
  • Weddings

All of these are manageable and “do-able” with the right support and guidance that Brentwood Advisory Group can provide.

 

About

  • Our Team
  • Our Philosophy
  • Our Process

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11812 San Vicente Blvd., #200
Los Angeles, CA
90049 United States

 Carol@brentwoodmgmt.com

 Susan@brentwoodmgmt.com

 Brentwood Office: (310) 826-2261

 La Canada Office: (818) 425-7105

 Fax: (310) 820-5354

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Brentwood Advisory Group, LLC is a registered investment adviser. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Brentwood Advisory Group, LLC unless a client service agreement is in place.

This website is designed to target United States citizens and should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor and/or Brentwood Advisory Group, LLC is not qualified to do business. The content of the Website is owned by Brentwood Advisory Group, LLC or its licensors and is protected by intellectual property rights. The content of the website is provided for informational purposes only and does not constitute a recommendation or advice, and users should consult directly with appropriate advisors before making investment decisions. Brentwood Advisory Group, LLC neither endorses nor recommends any particular advisor or investment strategy.

All research, articles and commentary are accurate as of the date published and disclaim responsibility for updating information. Brentwood Advisory Group, LLC also disclaims any responsibility for third-party content, including information accessed through hyperlinks. We do not endorse any specific products or services provided by public or private organizations. The internet is not a secure network and online access may be interrupted. It is the clients or viewers of the website's responsibility for hardware and software as well as confidentiality of passwords.

Our clients and potential clients are citizens of the United States of America and generally reside in the state of California. If you are unsure as to our profile, please contact us to discuss your situation.

To obtain a copy of Brentwood Advisory Group, LLC's ADV Disclosure Brochure and/or Privacy Policy, please email us your request.

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