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At BRK, You’re More Than Your Money

Personalized Service, Delivered With Care

Your financial well-being is our priority. We believe that too many advisors ignore the importance of the full financial picture, which is why we offer a truly holistic financial planning solution. As CFP® and ChFC® professionals, we offer personalized service where clients work closely with their advisors and can reach them when they need them.

Financial Planning

Do your financial goals include traveling or owning a second home? Making smart financial decisions starts with questions like, "What's my net worth?" and "Am I saving enough?" But BRK’s advisors offer a caring, responsive approach to help you define your goals and take the necessary steps to pursue them. We can design a unique plan based on your assets, expenditures, income and your vision for the future.

Retirement Planning

How healthy is your financial portfolio for retirement? Consider your pension plans, investments, savings and long-term care policies as well as your desired lifestyle once you retire. We can help walk you through every important decision to ensure that you feel confident for the road ahead. And we’ll be here to make adjustments as needed to help keep you and your family living comfortably and within your means.

Investment Management

A one-size-fits-all portfolio solution doesn't work for everyone. As an independent, fiduciary planning firm, we make every client relationship a priority and offer personalized advice that serves your best interests. BRK Financial’s trusted and knowledgeable investment advisors will guide you through obstacles with continuous advice as we navigate the long road ahead together.

Risk Management

Part of our job as experienced financial advisors and planners is to minimize your risks. Beyond helping you navigate volatile markets and inflation, we also work to ensure that you and your family are protected if you ever face a loss of income due to an illness, injury or death. We can help you identify areas of risk, and, with access to a wide range of products, we can tailor an insurance plan to suit your needs.

Tax Planning

Don't like paying taxes? You're not alone. But we are fully committed to helping you optimize your tax strategies to help you maximize your post-tax wealth. BRK Financial’s experienced team invests a significant amount of time into learning about your unique tax situation and working with you and your tax professional to implement your best-fit tax strategy.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. 

Estate Planning

Safeguard your legacy and ensure your wealth has a lasting impact with our estate planning tools. Let us help you preserve the wealth you've worked so hard to build while guiding your family towards a healthy financial future. Estate planning can be complex, but we will help make the process easier and more accessible by breaking down complex topics into seamless next steps.

Pension Plans

Pension plans can be complex, but they are a crucial part of your overall financial strategy for retirement. At BRK Financial, pension plans are an area of particular specialty for us. As you plan for, approach and transition into retirement, we can help you weigh your options and their outcomes for each decision you face, such as when to retire and how to receive your disbursements. Let BRK help you optimize your pension plan and benefits.

Our Approach

We specialize in providing clear, continuous and personalized guidance for the road ahead, with responsive support when you need it most.

Our Approach

Our Firm

Our experienced advisors help navigate the complex financial landscape with constant, fluid advice to help you feel confident in your financial life.

About the Firm

Contact Us Today

Ready to get started on the road to a clearer financial future? Let us know how we can help! Contact BRK to learn more about our client-first approach.

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