Our Approach

YOUR RETIREMENT PLANS SHOULD FOCUS ON "TAXES" NOT A RATE OF RETURN?

It's not what you earn but what you keep that matters.

Our thorough discovery process helps us identify any weaknesses in your plans.  By listening too and learning from each individual we identify what they are specifically looking for in a financial plan, and an adviser.  Taking cues from their experiences and expectations we analyze your situation and make recommendations and referrals if needed.

In reviewing your estate, portfolio, and tax situation we make certain that the assets you have match up with the purposes that they are intended for.   We do not want to make changes just for the sake of making changes.  However, it is much easier to avoid a mistake than to the fix one.

Periodic reviews are also integrated with your other service professional's. Communication is a key part of our process and though we have expertise in our own fields, we do recognize the importance of your other relationships.  We look to build strengthen your existing relationships not steer you away from them.

In addition to reviews and periodic calls and letters from our office, you can also be kept up to date about information and events through web access and social media such as Facebook and Twitter.

As a point, we always personally answer any emails or telephone calls.

 

 

 

© 2014 All Rights Reserved - Brass Ring Wealth Management Inc.

7300 Dixie Hwy Ste# 800, Clarkston, MI 48346

info@brassringwealth.com | Toll Free: 855-BRASSRW | Local: 248-913-2320 | @brassringwealth | Fax: 248-927-0336

 
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brass Ring Wealth Management is not affiliated with Kestra IS or Kestra AS.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.For additional information, please contact our Compliance department at 844-553-7872.

Copyright 2016 - Brass Ring Wealth Management. All rights reserved.