At Brimmer Financial Group We Believe...
in the American dream of financial independence. Our national Constitution defends our lives and liberty and offers us the freedom to pursue happiness. There is, however, no American guarantee of happiness or success. We are only given the opportunity to pursue these goals and the freedom to fail or succeed. The responsibility of managing our lives belongs, ultimately, to ourselves alone. Some Americans have achieved great financial rewards with little outside help. We believe, however, that most Americans need and want help with some or all of their financial planning decisions.
How we go about it
The realization of personal goals requires discipline, diligence, and patience. We use a time-tested approach in which we help our clients set realistic goals. We assess their financial condition and make recommendations to improve their situation, develop a plan to help them achieve their goals, implement and activate any recommended steps, and monitor their progress. We help our clients stay on course during changing economic climates, changes in their lives, and changes in the financial markets. We are compensated either by fees only or commissions only or a combination of fees and commissions depending on client needs and circumstances. One client may require hours of consulting time, another may simply want to open an IRA account. Each client is unique.