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The Brevity Wealth Services

There are many financial products in the market, and choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After determining your needs, you can make an informed choice from our comprehensive suite of products and services, selecting those that address your unique situation.

Products and services include:

  • Family Financial Planning 
  • Social Security Maximization 
  • Risk analyst
  • Holistic Planning 
  • Annuities
  • Mutual funds
  • Next Gen Planning
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits
  • 401(k) Retirement Plans and Individual Retirement Accounts