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Our Services

Brandsfield Financial Group was established in 1981.  We provide financial planning, tax planning, tax preparation and accounting services to individuals and small business.  We have extensive knowledge in tax planning and preparation as well as all aspects of financial planning.  Our goal is to provide realistic solutions to real planning problems.  Unlike many other planners, we analyze the impact of income taxes before we take any action.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.
What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

We're here for you!

We are a comprehensive wealth management firm committed to enhancing your long-term financial success.  We specialize in sustainable income solutions which will help you grow, protect and conserve your wealth.  With over 18 years of wealth management experience, we can provide you a clearly defined road map for your financial journey.  Working with our firm will give you peace of mind knowing that you will be able to fulfill your promises to the people who matter the most to you.

Helpful content

Curated articles, videos, and more for a financially savvier you.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn More
Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More

More information you can use

What our team has to say:

Aaron Brandsfield

Accountant & Financial Professional

aaron@brandsfield.com

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