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Our Services


We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy and pass on those you already have – Brenden Financial Planning can help you along the way.

Your financial objectives may include: 
 
  • Ensure retirement income 
  • Reduce the burden of taxes 
  • Minimize the effects of inflation 
  • Create and preserve personal wealth 
  • Maximize wealth transfer 
  • Reduce the risk of financially devastating events 
  • Foster peace of mind through proper planning today 

To help you reach these important goals, our services include: 
 
  • Personal Financial Planning
  • Retirement Planning Strategies
  • Cash Flow Spending Plan 
  • College Funding Advice 
  • Lump Sum Distribution Advice 
  • Life and Disability Insurance Needs Analysis 
  • Second Opinion on Investments or Current Financial Plan
  • Financial Seminars for Military, Church and Civic Groups 
  • Corporate Employee Financial Education – Seminars on 401(k) s, Employee Benefits, etc.


 
 
 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.  


Check the background of this financial professional on FINRA's BrokerCheck.