SERVICES FOR INDIVIDUALS & FAMILIES

Financial Planning

Customized Financial Plans Specifically Designed for You

At Briarwood Financial, we believe a financial plan is the foundation on which financial success is built. That’s why your dedicated team takes time to get to know you, your family and your goals before building your comprehensive plan.

Live your life by design, not by default

Our team of financial planning professionals will design a plan that evaluates your current situation by analyzing your assets, income and expenditures to identify:

  1. The day-to-day: What assets do you need today?

  2. The big picture: What can you do to pursue your financial goals?

We provide regular reviews and modifications, ensuring that your financial plan stays current and dynamic.

Find your definition of generational wealth

Everyone has their own definition of generational wealth. For some, it’s leaving behind the family home or other assets. For others, it’s making sure that the next generation is taken care of. We help you pinpoint your definition of generational wealth, then help you build the legacy you’ve dreamed of.

Selecting the right financial advisor is an important step in your pursuit of generational wealth. We build a customized plan for whatever your needs, including individual financial planning and business financial planning.

Financial Planning for Individuals

We provide you with a wide variety of investment options that align with your goals. We always act in your best interests, which means your goals drive your investments – and not the other way around. We look at financial planning from four angles:

  • We will help you bring your risk, current financial situation and spending into focus.

  • Narrowly tailored to identify and address your specific goals and objectives.

  • In-depth analysis of available Social Security claiming options.

  • Comprehensive analysis of life, disability, long-term care and other risk management solutions.

Risk Management

Our team identifies risks that could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Transferring risk to the deeper pockets of an insurance company in a cost-effective manner may be prudent to minimize the financial damage of a catastrophic, unanticipated event.

Some of the ways we utilize insurance in the financial planning process include:

  • Considers income replacement as well as business succession funding and estate planning through a vehicle that may be income tax and estate tax-free, if structured properly.

  • Protects your income in the event of your inability to work prior to financial freedom.

  • Provides financial support for activities of daily living in respite care, adult day care, in-home care, assisted living, and nursing home care.

Financial Planning for Businesses

Do you know what your business is worth? Do you have a succession plan in place if something unexpected happens? How will the sale of your business affect your retirement? Our financial planners can help you answer these questions, with a focus on four areas of business financial planning.

  • Your business is part of your individual financial plan – and a key asset in your life.

  • Set and track key performance indicators that are essential to the success of your business.

  • We help you make tax-efficient decisions today rather than when it comes time to file.

  • Understanding what happens to your business when you’re gone is vital to financial planning.

Request an Appointment

In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.

360-443-9993