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.

