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.
4 Elements of an Estate Strategy
Dreaming Up an Active Retirement
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
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.
Curated articles, videos, and more for a financially savvier you.
Consider Keeping Your Life Insurance When You Retire
IRA Withdrawals that Escape the 10% Tax Penalty
Finding the Balance
Retirement and Quality of Life
"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
Accountant & Financial Professional