Do you worry about money?
Is it stopping you from living a happy life? Not sure where to turn? Turn to us.
With the Brophy Financial Planning Total Life Strategies Program, our advisors can help you make a plan, worry less and live more.
The Total Life Strategies Program is a unique and comprehensive program that uses advanced financial planning strategies to protect and maximize your wealth.
Our experts are at your service
Thinking of managing your own portfolio? Think again.
Trying to choose and manage multiple investments yourself can put your financial future at risk. Besides, do you really want the stress and hassle? You have better things to do.
We can help you build a comprehensive investment plan that protects, organizes, and maximizes your financial well-being so you can get the most out of life.
Make a plan that works for you
Don’t be fooled into a one-size-fits-all approach to finances. Our experienced financial planners will help you build a custom financial strategy that fits your life and your goals, now and in the future. We’ll help you:
- Establish your goals (both personal and financial)
- Understand your risk profile
- Determine how much money you need to achieve your goals
- Figure out what else you need in addition to money to have greater peace of mind
- Live happily
- Stop worrying about money and start enjoying your life
When it comes to developing a strategy to achieve financial piece of mind, there are dozens of factors to consider.
We have taken out the guesswork and made it easy to put important financial information in one place. The Total Life Strategies Program Guide is an easy-to-use, highly structured document that will help you discover your priorities, plan for your future and support you every step of the way. The guide will:
- Help you clearly understand your current situation
- Prompt you to consider your reasoning behind making financial decisions
- Offer practical tips you can use today
- Show you how to break down large projects into smaller actionable steps
- Help you determine your investor profile
- Organize financial information for yourself, your spouse and/or your family
This one-of-a-kind guide complements the Total Life Strategies Program and will become one of your most important tools to help you to achieve your financial and personal goals. Please contact us for more information.
Enjoy the confidence and freedom of knowing that you have a customized plan in place and a clear path ahead. Sleepless nights will be a distant memory. Live your life the way it should be lived—happily.