Our Approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients, and really get to know them. This way, we understand their risk tolerance, personal preferences and can help them balance important retirement income needs against the needs of today.

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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)