How We Do Business

BRENDON PIERSON, INC., has been working with individuals and businesses for over 30 years. We are committed to being life-long partners in your quest to reach your financial goals.

Each of our staff members has extensive personal and professional experience and hold various professional designations. Brendon Pierson is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap toward a more secure financial future.

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.

Questions

The first step in how we do business is discovering who you are and what matters to you. We customize our plan for you based on your goals. Like most people, you probably have many questions about the future:

Will I have enough money to retire?
Am I investing my savings in the right place?
How long will I need to be employed?
When should I take Social Security?
Is my healthcare sufficient?

Development

Once we understand what your needs are, we will help you move in the right direction. We will help you develop a plan to preserve your wealth, which may include:

Diversifying your investments
Strategic withdrawal plan
Centralizing your accounts
Determining Social Security enrollment
Ensuring your legacy

Monitor

As time goes on, you will be relieved to have a team of professionals as your watchdog. We will continually monitor your progress by:

Systematic account reviews
Rebalancing accounts when necessary
Suggesting alternate investments if your situation changes
Maintaining a consistent level of service
Providing you with accurate research
Always keeping your best interests in mind

1. Investments are subject to market risks including the potential loss of principal invested. 2. Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses