We proactively serve a select group of families with all of their financial needs by offering rigorous relentless discipline in order to deliver a higher level of predictability for clients to achieve their financial goals.
Areas of Focus
We believe in comprehensive planning to help our clients focus on eight areas of their financial lives and review these on a consistent prescheduled basis in order to help achieve their goals:
- Tax situation retirement picture
- Estate planning
- Insurance assessment
- Asset allocation
- Education modeling
- Disability protection
- Net-worth statement/liabilities
Fixed Insurance products and services offered by Brentwood Financial Partners are separate and unrelated to Commonwealth.