4814 Outlook Drive
Test Your Estate Strategy Knowledge
Planning for the Expected
When Do You Need a Will?
BRENDON PIERSON, INC. has an exceptional team of Wealth Management professionals with expertise that goes well beyond what you’ll find at most firms. They’ve come to financial planning from a plethora of backgrounds, providing our clients with both detailed, personal goal planning that incorporates the combined wisdom and experience of the entire team.
Personal Financial Planning is the process of gaining an understanding of your financial goals and objectives, obtaining a clear picture of your financial resources and recommending strategies to maximize and protect your available resources while achieving your financial goals.
Our Personal Financial Planning process starts and ends with the same thing – your financial goals. At BRENDON PIERSON, INC., each aspect of financial planning will be reviewed as it applies to your goals and resources. After each goal is clearly identified, a detailed plan will be outlined and deployed to ensure your goals will be met. Each financial plan will be reviewed and updated on an ongoing, individual basis to accommodate each of your financial goals at every stage.