Braeside Financial Planning, LLC
Braeside Financial Planning provides fee-only advice to individuals, families, and small business owners from all walks of life. We don't require minimum levels of assets or income, and we don't accept direct management of assets. Since our sole compensation is our hourly fee, our advice is not influenced by conflicts of interest, such as product commissions or limitations on investments to recommend. We will set a fee cap before proceeding so your cost for our services is known in advance. We will accept engagements for advice ranging from individual purchases to comprehensive financial plans.
We help individuals and families who are new to investing plan for a comfortable retirement or college funding plan by creating a sound, diversified target portfolio and a savings program to match it. If you are an experienced investor, Braeside can provide a checkup of your existing portfolio and overall retirement plan, including insurance planning, estate planning and generational issues, all while recognizing the tax effects.