Brendanwood Financial Brokerage is a one stop shop for both you and your clients. We utilize the best products currently offered in the Financial Services industry to fulfill and serve your clients needs. With our planning and quoting tools, we will be able match the correct product to the case at hand.
-Access to 20+ experts in different Financial Services niches
-Estate Planning Attorneys, CPAs, RIAs, and Product Specialists who are a dial away
-Direct contact to our Executives
-Personal and seamless joint work that can fall under the Brendanwood Financial brand or your own
All of our brokers have access to our own planning platform, Retirement Analyzer. By giving your clients an interactive planning tool that can show them their current net worth, retirement projections, monthly budget, and hundreds of other features, both you and your clients will have a better picture of where your clients are currently at, where they are trying to go, and what they need to do to reach these goals. Contact us today to learn more about our planning software that is available to all of our brokers.
Click here to see Retirement Analyzer for yourself.