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IT'S NOT JUST A STRATEGY. IT'S PERSONAL.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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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.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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.