Financial Planning

 

Charting your course to a secure financial future

Create a map to reach your financial goals with a CERTIFIED FINANCIAL PLANNER™ as your guide.

You have dreams — a vision for where you want your life to go. Now you need a financial plan to help you get there.

We help our clients make their financial goals a reality by educating them on the financial planning process, coaching them through each stage of their journey and empowering them to make the best financial decisions for themselves, their businesses and their families.

We recognize that every client is unique. That’s why we don’t believe in a one-size-fits-all approach. Our Certified Financial Planners create custom plans designed to help our clients reach their short-term and long-term financial goals — whether that’s a home renovation, college tuition or a retirement spent traveling the world.

It’s your journey, and we’re here to help — every step of the way.

Our Approach

At Brookstone Wealth Management, we apply the Situational Investing methodology to everything we do.

Situational Investing is rooted in the understanding that every client is unique and that every financial plan should be, too. We get to know you — personally and financially. We want to know your risk tolerance, your current asset allocation, your spending habits. More importantly, we want to know who you are, what you want and how we can help you get there.

Our Strategy

Our Certified Financial Planners begin with a Situational Investment Review to gain a better understanding of where you are on your financial journey.

Then, we get to work building a financial strategy around your individual goals and risk tolerance. Core to that process is working with you one-on-one and side-by-side at every step:

  • We are your financial coach, empowering you to make the right decisions for your financial future.
  • We educate you about your options because we believe smarter investors are better investors.
  • We provide mentorship and support to help you take ownership of your financial future.
  • We review your progress, goals and strategies regularly to make sure you stay on course.

Our Financial Planning Services

  • Retirement planning
  • Post-employment income planning
  • Social Security planning
  • Large expense planning
  • College savings planning
  • Business planning
  • Tax planning
  • Insurance planning
  • Investment planning
  • Estate planning
  • Retirement planning
  • Post-employment income planning
  • Social Security planning
  • Large expense planning
  • College savings planning
  • Business planning
  • Tax planning
  • Insurance planning
  • Investment planning
  • Estate planning

Our Philosophy

You need a clear path forward to achieve your financial goals, and you need guidance to stay on course. Consider us your compass, your coach, your teacher and your mentor. We are committed to helping you get where you want to go — and to building you into a more knowledgeable and confident investor along the way.

It’s about you, and it’s about time. Let’s get started.

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Why Brookstone Wealth Management?

 

Our approach to wealth management is rooted in the belief that every client is unique. That’s why our services don’t come out of a box. Our Certified Financial Planners (CFP®) work one-on-one, side-by-side with each and every client to craft a custom financial strategy that will help make their financial goals a reality.

Financial Planning is a journey, not a destination, and we are your trusted advisor every step of the way. Let us help you navigate your True North.

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