WHAT WE DO

1. Establishing and defining the client-planner relationship
2. Gathering client data, including goals
3. Analyzing and evaluating your financial strengths and weaknesses
4. Developing and presenting financial planning recommendations
5. Implementing the financial planning recommendations
6. Monitoring the financial planning recommendations

We begin by analyzing your financial requirements and goals. What are your basic investment objectives? What are your personal preferences with respect to time horizon, risk and yield? How does your overall financial situation present itself? The answers to these fundamental questions provide the foundation for professionally managing your investments.

When you retire you will need income you can count on. Planning for retirement begins with developing strategies for lifetime income.

Along with your estate planning attorney and your tax adviser, we will help you craft your estate plan. Life insurance, long-term care insurance and annuities may be appropriate for you and your family.

Brimmer Financial is a small business on Cape Cod. We’re familiar with the challenges facing small businesses today. What does your business need? A retirement plan to attract and retain good employees? Special types of personal insurance to protect business partners, owners and key personnel? We can help you customize a plan for your business.

We can tailor an insurance plan for your specific needs.

• Life Insurance
• Annuities
• Disability Insurance
• Long-Term Care Insurance