What type of lifestyle will my assets support? How do I structure my investments to provide income, to grow and outpace inflation, and to reduce market volatility? What other important elements of my financial plan need to be in place to protect my family and my wealth from life’s uncertainties? Will a trusted advisor be there for my family when I am not? Your Brightworth advisor will address these key issues to help preserve your lifestyle and the fruit of your life’s work during retirement.
Our Expert Advisors
Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.
Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face. His expertise and experience brings a unique perspective regarding how his clients' wealth is built, preserved and deployed for greatest impact.
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.