Our Firm

Brenneman Independent Planning LLC. is a financial firm dedicated to helping our clients build wealth and protect their hard-earned assets.

 

We create customized client portfolios and recommend only those products and services that can be tailored to suit our clients' unique needs.  Whenever possible we use insurance and investment companies that are client owned and return a portion of company profit back to the client.

The process I follow in completing a total financial strategy consists of:

 

 

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

 

For more information about our firm and the services we offer, contact us today.