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.