Brass Ring Wealth Management
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Village Of Clarkston, MI & Online
Services offered
Personal Financial Planning
Financial Services - Budgeting & Expense Management
1 hr
Create a detailed monthly budget, track spending habits, and develop strategies to stay on target and reduce expenses.
$250
Financial Services - Education Planning (College Savings, 529)
1 hr
Plan for future education costs with 529 plans, savings strategies, and tuition forecasting.
$175
Financial Services - Free Consultation
30 mins
Schedule a free consultation to discuss your financial goals and determine which planning services best suit your needs.
$250
Financial Services - Investment Portfolio Review
1 hr
Evaluation of your current investment accounts for performance, diversification, and alignment with your goals.
$250
Financial Services - Portfolio Rebalancing (Add-on)
1 hr
Adjust your investment allocations to maintain risk tolerance and optimize returns. Add-on for existing clients.
$250
About
At Brass Ring Wealth Management, we specialize in personalized financial planning tailored to your unique aspirations and goals. Based in the Village of Clarkston, MI, we are dedicated to helping you navigate the complexities of personal finance with expert guidance and a commitment to your financial well-being. Our approach is rooted in building strong, trust-based relationships with our clients, empowering you to take control of your financial future with confidence and clarity. Let us be your partner in achieving financial success and peace of mind.
Highlights
Serves Village Of Clarkston, MI
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Annuities, Mutual funds
Photos and videos
No reviews (yet)
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