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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

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

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.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Learn More
Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
Learn More
The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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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