Brandon Steele, Cfp® Email & Phone Number

I help clients to feel more confident by identifying their financial goals and providing them with ongoing advice to build their financial freedom.As co-founder and CFP® at Mainsail Financial Group - my mission is to help you develop a truly personalized, holistic strategy to maximize investment opportunities, preserve wealth, minimize taxation, and manage risks.The clients who trust us with their financial planning come to us if they are experiencing one or more of the following challenges:🔷They feel lost or confused when planning for their financial future and want a clear road-map🔷They have a great base line for their financial future, but want to ensure they are maximizing opportunities moving forward🔷They want a comprehensive one-to-one strategy that addresses all aspects of personal, family, and business financial planning considerations, allowing them to focus on what is most important to them_We understand that developing a sound financial plan comes down to identifying and prioritizing your individual goals and needs.We do this by focusing on six areas of financial planning:Financial PositionRisk ManagementWealth ManagementTax PlanningRetirement PlanningEstate Planning We’ll work with you one-on-one to develop a comprehensive plan that maximizes current and future opportunities to help you build your financial freedom.These are also topics I cover in my book, claim your free copy here: https://www.mainsailfg.com/brandons-bookFor other related materials, check out our podcast for even more information: https://www.mainsailfg.com/podcastGet In Touch With Me: brandon@mainsailfg.comAdvisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.

Listed skills include Financial Planning, Financial Services, Estate Planning, Customer Service, and 6 others.

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  Washington State University

  Economics