Our Approach

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work with our client’s attorney and CPA to help bring clarity and comfort to it by guiding our clients — and their families — through the process. Our clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Honored to receive recognition from Financial Time

We are thankful to our clients for their ongoing business and loyalty. It's because of our clients that we are honored to announce that Brandt Brock was named one of Financial Times Top 400 Financial Advisors for 2017 - an achievement that reflects his commitment to making a difference in the lives of each of his clients. We look forward to continuing to serve you.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)