Our Approach

It’s never too early to begin thinking about leaving a legacy. We help our clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and how they impact their entire financial situation.

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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)