Brenda’s broad experience serves to deliver:
Personalized Financial Planning – A comprehensive analysis that identifies the current situation of her clients, with a view to future horizons. Along with the analysis, the steps necessary to help achieve the individual, family or business goals identified today and into the future is a highly valued service offered.
Independent Solutions – particular to your individual or business needs, philosophy and risk profile. A “cookie cutter” approach is not how the solutions are delivered by Brenda. Each individual, business or family situation has its own value system, concerns and unique characteristics that are considered in the planning solutions and investments offered.
Ongoing Monitoring and Review – " These times they are a changin' " Whoever said it then would still be right today! As a veteran in the financial services industry with experience in mutual funds, stocks, option trading, bonds, closed-end funds, money market, CD’s, insurance, variable annuities, fixed annuities and an interest in the technical analysis of the markets, Brenda is committed to the patience and discipline needed in today’s ever changing, complex investment universe.
Health Insurance – Brenda is a knowledgeable resource for health insurance protection for the individual or small business owner. She will assist you as an Authorized Representative of Blue Cross/Blue Shield in reviewing your current coverage, changing your plan or obtaining new protection.
Asset Preservation – We work hard to accumulate our savings, retirement accounts and investments. Brenda will help you assess needs to preserve your assets, your family, your life, your salary, and long-term care needs.
Education Program - In addition to working with individual investors and business owners, Brenda participates in the InSite Financial Education Seminars, a complimentary worksite education program provided to employers. InSite Financial Education Seminars offer objective, “non-sale” oriented financial and investment education at the employer’s on-site location for the benefit of their employees.
*Presented to 7% of wealth managers with five years of experience in the financial services industry within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf