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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.

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.

How to Appeal Your Property Taxes

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

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.