What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.
Our Expert Advisors
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.
Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.