Brandon Corlett Email & Phone Number

WHAT I DO:Most professionals focus on building up the total value of their nest egg but don’t have enough time to dedicate to developing a deep and comprehensive strategy for their finances. For many, this leads to sub-optimal results, a lack of confidence, or a fragmented perspective that could otherwise enable them to make decisions to better maximize their life. We partner with Business Owners & Professionals to use their wealth to unlock max potential in life, to optimize their finances, and to leave a meaningful and lasting legacy through our 4 Cornerstone Process.WHO I HELP:I provide concierge level service - proactively and responsively communicating, conducting regularly scheduled meetings, and partnering with each client and their tax, legal and other professional advisors. I ensure that our clients' financial plan, investment policy, and asset and liability strategies remain aligned with their evolving goals.I partner with successful individuals with established careers, including a strong emphasis on, but not limited to:- Business Owners- Executives- Professionals- EngineersHOW OUR PROCESS WORKS:Through my evaluation process, I develop a deep understanding of our clients - not just as investors, but as individuals. I analyze each client's objectives and develop a comprehensive strategy aimed at achieving their financial targets. I tailor each client's portfolio to achieve both short-term and long-term objectives. I constantly monitor and adjust each client's portfolio. I gauge performance on the achievement of each client's goals, not a market index. HOW IT WORKS:I possess the technical expertise, relevant experience and multi-disciplinary team of professionals necessary to handle the unique and complex tax, trust, retirement and estate planning needs of successful professionals and business owners. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.WANT TO LEARN MORE?Reach out to me directly here on LinkedIn, email me at brandon.corlett@confluencefp.com, orcall me directly at 724-298-8818.