Financial Services

Before we talk about your finances, we want to hear your story.

That's where we like to start, because your goals and dreams look different depending on the life behind them. Our integrated team brings the tools and experience to help you manage and strengthen your finances, plan for your future, and assist in bringing your dreams closer to reality.

Investment Management

We don’t just manage your portfolio. We provide insightful coaching to help you make wise choices that align with your plans for financial independence. Working together, we’ll help you understand and manage the risks you face as an investor, including:

Improper allocation (not having money invested in the appropriate places).
Regular rebalancing of your portfolio to ensure proper allocation.
Overconcentration (owning too much of the same thing).

You work hard for your money. Let us make it work harder for you.

Schedule your complimentary consultation with one of our dedicated financial advisors.*

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Family Risk Management

A sound insurance strategy can help protect your family from the financial consequences of an unexpected life event. By identifying new risks and gaps in insurance coverage — from personal to liability to life — we help you and your family stay protected.

Cash Flow & Debt Management

It’s impossible to make sound investment recommendations without a clear picture of how your money is spent. Together, we’ll evaluate your financial decision-making preferences and identify opportunities to help improve cash flow. With a plan that helps reduce debt and frees up finances, you can keep your dreams and drive alive.

Financial Independence Planning

With a proactive plan that’s reviewed regularly, a comfortable retirement is possible. If one day you choose to stop working, you can kick back (or tee off) and relax. Regardless of your stage in life, we’ll help you develop a clear vision of how you define retirement. Then, we’ll take a close look at your potential retirement income sources — from standard retirement plans and Social Security to more unique methods like right-sizing your home. We’ll help you define clear steps for working toward your retirement goals.

Education Planning

Starting early on your education plan is a textbook way to ensure success. Our financial specialists will sharpen your wits on available investment vehicles and tax-saving options. Together, we’ll develop a plan to help fund education for your children, grandchildren, other family members — or even you.

Business Planning

With business planning from Wymer Brownlee, our goal is to help you be as profitable as possible… then show you how to use your earnings to cash in on more opportunities. Our menu of business services includes:

Cash flow budgeting
Payroll
Financial statements
Hiring compensation
Introductions to bankers, attorneys, realtors, and other local resources
Negotiation of work contracts and more

Family Leadership Planning

It’s our privilege to guide you through the creation of a legacy plan to protect your family and estate after you’re gone. Effective family leadership planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Should that day come, our deep, personal relationships will provide comfort and confidence to your loved ones during the difficult transition period.

Special Planning

The appropriate financial plan lets you face financial challenges with confidence. We’ll help you plan for surprise expenses like medical bills, caring for an ill parent or home repairs. And we’ll plan for the good surprises too. Vroom vroom.