The Brevity Wealth Philosophy
The Brevity Wealth philosophy is: In order to help and serve you, we need to know who you are.
Our focus is you. Understanding your circumstance is vital to helping you make the best decision possible. We meet personally with you to discover your values, concerns, and goals. From that foundation, we develop a specific plan for your lifestyle. Together, we implement your plans recommendations. From here, we meet and talk regular, to assess how your plan is helping you progress towards your financial and life goals.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws with a goal to provide you with the best financial advice for your particular situation.