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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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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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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.

Investment

Create an investment strategy that's right for you.

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Manage your affairs during your lifetime and beyond.

Family

We look forward to helping you and your loved ones explore their financial goals.

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.

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Helpful content

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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More information you can use

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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What our team has to say:

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

- Dominik Dodny

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

4 Elements of an Estate Strategy

Dreaming Up an Active Retirement

Our Services

Investment

Retirement

Estate

Family

We're here for you!

Helpful content

Jane Bond: Infiltrating the Market

Keeping Up with the Joneses

A Primer on Irrevocable Life Insurance Trusts

More information you can use

Preparation is the Key to Retirement

Retirement Accounts When You Change Your Job

Timing Your Retirement

What our team has to say:

"We put our clients’ interests first and are honest about what they can expect. Our job is to watch for your financial blind spots and always have your back."

Aaron Brandsfield

Beth Bradshaw

Karri Brandsfield

Have a Question?