Financial Planning

"An investment decision is really only good or bad as it relates to its place in a sound financial plan."

Financial Planning is at the core of the services offered at Braemar. We help individuals and families plan for both the expected (retirement, college tuition) and the unexpected (personal loss, change in family dynamic, etc.). We utilize a proven multi-step process as follows:

  • Fact finding Session - Before creating any financial plan, we must know where you stand and where you would like to be. At Braemar Wealth Management, every strategy is tailored to the various factors that contribute to your unique situation.

  • Analysis of data - In this stage, we analyze your current asset allocation and compare it against custom tailored portfolios that are carefully selected based on your current financial situation and your goals.

  • Presentation of strategy - Upon meeting with you after the Data Analysis stage, we present you with the Financial Plan that has been created specifically for your situation.

  • Ongoing monitoring and reviews - Circumstances change, and we are here to ensure that your financial plan is still right for you. By revising your plan when necessary, we can help you to reach your financial goals.