Brandt Financial Strategies Information

Brandt Financial Strategies believes that each individual's financial situation is unique and therefore, the financial planning solution should be just as unique as the individual. We take a highly personalized approach to financial and retirement planning with a focus on results and trust. More than financial advisors, we considered ourselves passionate advocates for our clients and work with you to help achieve your unique goals and objectives. We can leverage our knowledge to help you: • Pay the least amount of tax. • Protect investments from stock market loss. • Protect assets from loss to disability or nursing home without buying nursing home insurance. • Avoid double or triple taxation on your qualified plans. • Avoid probate with or without a living trust. • Avoid guardianships. • Avoid hidden transfer costs. Average estates can lose 20-40% due to law changes and hidden taxes. • Pass their estate tax free to your heirs. • Avoid hidden fees. • Set up lifetime income that they can’t outlive. • Protect assets from lawsuits. • Protect assets from identity theft. • Set up an end of life plan in writing. Funeral home, cemetery, burial etc. • Make sure your legal documents are up to date and compliant with the new law changes. • Provide unique ways to help fund college education for children and grandchildren. • Provide tax free VA benefits for disabled Veterans.