Brett Tushingham, Cfp® Email & Phone Number

North Carolina, United States

Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more proactive and holistic approach to managing their wealth.

Wilmington, North Carolina Area

At Tushingham Wealth Strategies, we offer proactive retirement planning that encompasses every aspect of your financial life. Think of us as your financial concierge.From minimizing your taxes to investing more wisely and optimizing your income. Our mission is to provide financial advice that helps you obtain better outcomes and simplify your finances, so you can live your ideal life. We provide value in three ways. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, when they do we will serve as a guide in helping you navigate those changes with greater clarity and confidenceTo help determine what value we can add and if we’re a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.Specialties:• College Planning• Wealth Management• Social Security Optimization• Financial Planning• Retirement Planning• Asset ManagementPhone - 866-505-9016 Email - info@tushinghamwealth.comWebsite - www.tushinghamwealth.comLocation - Wilmington, NCTushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina

Wilmington, North Carolina Area

Working for a Registered Investment Advisor was important to me as it reinforced the fiduciary relationship that every advisor should adhere to when representing clients. While at OmniStar Financial Group I focused on utilizing a process vs. product approach by listening before acting and developing a personalized plan of action for every client relationship. It is here where I developed additional experience in the areas of college planning and retirement planning. Specialties: Asset Management, 401(k), Estate Planning, College Planning, Social Security Optimization, Tax Planning, Wealth Management, Risk Management and Financial Planning Location - Wilmington, NC

Raleigh-Durham, North Carolina Area And Wilmington, Nc

As COO of Cook Wealth Management Group, I provided financial planning and strategic vision for delivering the company’s comprehensive approach to wealth management. I obtained my Certified Financial Planner™ (CFP®) designation in 2006. I thoroughly evaluated all aspects of each client’s finances and tailored services to help them pursue their unique goals such as college planning, income planning, tax mitigation and Social Security optimization. By first understanding each client's values and motivations for personal success, I utilized the full range of my expertise, experience, and resources, enabling me to establish successful and trusted client/advisor relationships.Specialties: Wealth Management, 401(k), Estate Planning, College Planning, Social Security Optimization, Tax Planning, Asset Management, Risk Management and Financial PlanningLocation - Raleigh, NC

Greater New York City Area

Being a Derivatives Analyst for one of the largest investment banks allowed me to expand my knowledge in the areas of asset management, banking and capital markets. My position afforded me the opportunity to interact with upper level management on a regular basis and develop a deep understanding of the financial markets, the multitude of investment instruments and the importance of risk management. This was far better than any classroom training that I could have obtained and was an invaluable experience. One that established my foundation in finance and lead to my career is personal financial planning. Specialties: Investments, Asset Management, Banking, Risk Management

Education record

Bachelor Of Business Administration - Bba, Finance