We ask questions to learn more about your financial life and discover how we can help you. Here we want to discuss your family, what you do for a living, what you like to do for fun, and your current financial situation. This helps us get to know each other and make sure that The Brummet Team is a good fit for you.


The Brummet Team will work with you to design a plan that aligns with your unique situation. We can collaborate with your tax, legal, and other trusted advisors to help ensure that your strategy is both comprehensive and seamlessly executed.


Together, we will put the plan in motion and schedule periodic review meetings with you to ensure you are still on track toward your goals. Change is one of life’s inevitabilities, which is why our team will be with you every step of the way to help you navigate the markets and transition seamlessly into the next phases of your life.