Explore Session- no cost
Test Drive- no cost
Think About It!
Still have questions?
Can you meet virtually & work with people in other states?
Yes! In fact, people seek us out from many states because of our expertise in retirement income and tax planning for people over age 50+.
How does Brindle & Bay make money?
We are a fee-based retirement & tax planning firm. Our fees depend on your needs and complexity and are a transparent line item on every statement. This one transparent fee includes the management of all your investment accounts + ongoing retirement and tax planning. Our goal is to improve your retirement success, create retirement income, invest smarter, and pro-actively plan for taxes so you don’t unknowingly leave the IRS an extra tip!
Scheduling your first call with us and going through our Money Master Plan™ assessment will help you make an informed decision about working with our firm.
Do you offer a one-time project fee option?
We do our best to work with people over the long-term. This involves many questions and conversations that will arise over time. We’re not currently set up to facilitate a one-time project option.
We view financial planning as a series of small sprints occurring over several years.
How are you different than other financial advisors?
There are three really important things that set us apart from other firms:
1. We only do retirement planning. We are retirement specialists with a simple goal of making sure you don’t run out of money.
2. We limit the number of new clients we serve in order to continually provide value to you and be very personal in our service.
3. We believe in working hard to simplify our members lives (we call our clients-members). This means we use industry leading technology to make retirement easy for you.
Why should I consider hiring Brindle & Bay Wealth Management?
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
Step 1: Schedule Your 15-Minute Phone Call
The purpose of this call is to answer your questions and ensure our expertise matches your needs.