Wealth Management Services

MAKE TIME AND CONTACT US TO FIND OUT WHY TAXES AND RETIREMENT DISTRIBUTION PLANNING IS SO IMPORTANT.

Pre-Retirement Planning

Whether you are fresh out of college, have 10 years until retirement, or even a day, we can help get your finances in order and show you the accounts, investments, and benefits that can help make it successful.

Inter-Generational and Estate Planning

Are you completely certain that your assets will transfer to the people or organizations you care about most, when, and how you want? From avoiding taxes to establishing pensions for your children's, children, we can address these and other concerns ensuring your legacy lives on the way you desire.

Investment Advisory Services

Our professionals can work for you on a fee only or per-diem basis for 401(k) allocations, consultations, or plan reviews. Our independent investment advice can be the difference maker. We also can utilize any number of third-party money managers for custom allocations and solutions.

Tax and Distribution Planning (Retirement Income)

Its not about what you earn but what you keep. Now that you've retired, how do you want to address your tax situation? Where do you go from here? We assist our clients with tax and distribution planning by designing ways to generate income from their existing assets, protect them and their estate, and minimize what Uncle Sam takes.

College Planning

There is already enough stress when making a college choice.Allow us to take away some of your worry by setting up a funding program to help with the cost.

Other Services

© 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.