Financial Planning for Professionals

“I have known Brett for over 15 years and during this time, he has guided my wife and me with our financial plans for our retirement.

He has provided very valuable advice that we have increasingly relied upon and that we will continue to do so as we approach our retirement.

I appreciate Brett’s independent and objective advice over the years.  He also takes time to explain the rationale behind his recommendations.  Brett’s qualities that I appreciate very much are his Integrity and ethics.”

– Kirit, CPA, CA

  If Kirit’s story sounds similar to your family’s story, meet Brett.