Our Process
We realize that each client is unique. We assess your individual needs and goals to develop a strategy to help you stay on course during changes in your life, the economy, and the financial markets. We are always available for any questions or concerns that may arise. As Independent Financial Advisors we are able to provide a wide selection of investment products to meet your individual goals and future success.
Our Financial Planning Services
INVESTING FOR WOMEN
Owned and operated by women, Brimmer Financial understands the challenges women face in their financial lives. Our diverse team brings strength and perspective to constructing compelling strategies for each women’s individual circumstance.
SOCIALLY RESPONSIBLE INVESTING
Socially Responsible Investments (SRI) involves incorporating environmental, social and governance factors known as ESG factors into investing decisions. Growing numbers of investors are discovering the possibilities of earning competitive returns with portfolios that reflect their values.
ESTATE PLANNING
There are four common estate planning documents that your legal professional may draw up for you: a Will, a Durable Power of Attorney, a State Living Will or Health Proxy and in some cases, a Living Trust. Working with your Attorney, CPA and your CFP™ professional as a team will give you peace of mind, knowing that your wishes will be honored.
INVESTMENT MANAGEMENT
Investment Management is the process of matching what is appropriate for each investor to a portfolio which is designed to help our clients achieve their financial goals. Investing requires that you and your financial advisor both know your time horizon, age, your familiarity with investments, your risk comfort level, income and liquid net worth, among other facts.
BUSINESS FINANCIAL PLANNING
Business Financial Planning may be somewhat overlooked by busy small business owners and managers. A five-employee shop has most of the same problems that Ford Motor experiences…staffing, salaries, retirement plans, sales, regulations, etc. We can help you.
RETIREMENT PLANNING
Retirement Planning done with your financial advisor helps you get to your senior years financially comfortable with a set of guaranteed and non guaranteed sources of income to last your lifetime. Social Security is one of these programs. Others include annuities, stocks, bonds and alternative investments
INSURANCE (LIFE, DISABILITY, LTC, AND ANNUITIES)
We can help you find the right kinds and the right amounts of insurance for your needs. Make sure you protect your assets and livelihood and prepare for your future care and expenses.
Meet Our Team
Our goal is to help you plan ahead for the future. You don’t know what will happen in the future, but we can help you be prepared by planning ahead for your life’s financial journey.
Susan Lemieux
Bob Brimmer
Don’t put your financial plans on hold.
Call today to schedule your complimentary financial planning meeting