Financial Planning for Executives

Busy executives spend their time focused on their company’s success and their own career development. With a busy schedule, creating a solid financial plan for both today’s and tomorrow’s objectives can be a challenge.

Brett understands that it’s important to look at the entire financial picture, including medical and life insurance, employee-sponsored retirement plans, bonus plans, stock options, deferred compensation and risk management.  He’ll work to protect and prioritize your financial security and your future.

Brett offers financial planning for executives, including:

With over 20 years of financial service experience, Brett provides comprehensive and objective tax and financial planning services to executives and senior managers. Contact Brett today to arrange an introductory consultation.

D’Arcy and Louise, Executives

“My wife and I are journalists, so we are natural skeptics. So you might think choosing a financial planner would be difficult for us. But with Brett, the choice seemed obvious. His confidence, wealth of knowledge and experience and integrity are immediately apparent.

Brett also knows the extraordinary challenges that some families face. In our family, it is having a child with multiple disabilities whose financial future and lifetime safety and wellbeing we have to plan for. Brett has been able to look at the whole of our financial situation, make suggestions for positive change and even make the connections we need with other legal and tax specialists.

We have always been pleased with the performance of the investments Brett has made for us – and very pleasantly surprised on some occasions. But it is his steady direction of our investments that delivers the best result – peace of mind.”

 If D’Arcy and Louise’s story sounds familiar, meet Brett.