Free Money Master
Retirement Assessment
Determine if working together is a fit for you in 3 easy steps.
Determine if working together is a fit for you in 3 easy steps.
We do our best work with:
Investors who are ten years or less from entering retirement
Diligent savers with investments over $500k. (excluding real estate)
People looking to place trust in competent professionals -
because retirement is too important.
A 3-step process discovering if/how we can help you to Master your retirement money™.
Discover if we can improve your retirement success & reduce your tax risk.
STEP #1
Schedule a 15-Min Call - no cost
A brief call will give us both a chance to make sure
your situation matches our expertise.
STEP #2
Explore Session- no cost
A 60-min session (in-person or virtual). During the explore session we mutually determine if meeting further would be helpful.
We clarify your retirement goals, needs and concerns. We’ll share our Money Master Plan™ framework so that you have a full picture of how we serve our members (clients).
STEP #3
Test Drive- no cost
After exploring your situation further, we meet for you to test drive the member experience. During this session we treat you in the same way any member would be treated — allowing you to observe our process and how retirement will feel with us in the future.
We hope to reveal ways to improve your plan, reduce taxes and optimize your investments.
Think About It!
At the end of our session, we will ask you to take some time to think about it. We are looking for long-term relationships rather than quick transactions.
There is never a hard-sell or pressure to say “yes”.
Still have questions?
Keep reading...
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.
