Peace of Mind tomorrow begins with careful planning today

Financial success doesn’t happen by accident: It requires hard work and the determination to make sacrifices for your future. Most importantly, it requires a plan and the discipline to follow that plan through. Whether you’re beginning a career or planning for retirement, you need someone who knows the road ahead, can show you the risks you’ll face along the way, and can help you reach whatever destination you have in mind as smoothly as possible.

This is true financial planning.

This is Brassell Wealth and Retirement Planning.

Brassell Wealth and Retirement Planning is an independent financial advisory firm focused on helping build and protect long-term wealth, especially for those planning for retirement. I can guide you towards reaching your personal financial goals through honest, objective advice and comprehensive financial planning services, including investment management and insurance solutions. This synergy of investment and insurance planning provides a holistic view of your finances and offers the peace of mind that comes from a plan that both grows and protects your wealth.

Take the First Step

All successful men and women are big dreamers. They imagine what their future could be, ideal in every respect, and then they work every day toward their distant vision, that goal or purpose.
-Brian Tracy

Brassell Wealth and Retirement offers the strategic planning you need to protect the future you want.

Planning is bringing the future into the present so that you can do something about it now.
-Alan Lakein

Find peace of mind with technology built to

manage your financial risks.

RISK

/rĭsk/ noun

: A situation involving exposure to danger

: The chance that an investment (such as a stock or commodity) will lose value

REWARD

/rĭ-wôrd/ noun

: A thing given in recognition of one’s effort or achievement

: compensation; profit

What is Your Risk Number?

Find Out Now

Money is a mirror that reflects our personal strengths and weaknesses with amazing clarity.
-Dave Ramsey

Why Brassell Wealth & Retirement Planning?

Independence

No company sales goals, financial incentives, or office promotions: The only goal is your financial well-being. Independent ownership means the freedom to work with some of the largest, most well-respected investment and insurance companies in business today. Independent thinking means offering the right products and services to fit for your personal circumstances.

INTEGRITY

You deserve an advisor with the integrity to tell you what you need to hear about money, even if you may not be prepared to hear it. At Brassell Wealth and Retirement Planning, you will receive uncompromised, objective advice based solely on what is in your best financial interest.

COMPREHENSIVE PLANNING

Growing wealth is the goal of any financial plan, but life doesn’t always follow the script. Financial risks can affect your money in different ways at various times in your life, and you need to know how to protect yourself and your loved ones. The plan we create together will help you reach your goals, but will be built to manage the risks you may face along the way.

FINANCE SIMPLIFIED

Think Financial Planning has to be confusing? Think again. We will talk in simple, straight forward terms to address the fears, concerns, and questions you may have. Education is the key to understanding your finances, and my goal is to deliver you the peace of mind which comes from not only having a great plan for the future, but also from understanding why that plan suits your life.