What We Do
We help individuals and companies build great retirement plans. Our process includes specialized wealth management, a personalized approach to retirement planning and well-thought-out estate and tax strategies. Each component builds a powerful roadmap for each client and helps to simplify what can seem like a complex and daunting task. Our retirement plan advisors draw from professional expertise in teaching, entrepreneurship, tax preparation and more to create an enjoyable and meaningful client experience. What we do is simple: we build great retirement plans. Read on to learn more about each service.
Brockman Capital Management is a registered investment advisory firm and our advisors operate under the fiduciary standard, which requires us to put our clients interests above all else and this close partnership forms lasting relationships. Our first priority is to protect and grow our clients' wealth. These two objectives form the basis for all our investment decisions. Because our wealth management team works to custom-tailor a plan that fits each unique client, we have an account minimums and work best with clients who have a net worth of over a million dollars. Our Pro Advisory Portfolios are professionally managed. Learn more about our managed portfolios here.
We view retirement planning not as a one-time event, rather an on-going and ever changing "life plan." Our retirement planning process starts where you are today and takes you through each life-stage, while planning and preparing for each step. Whether you are just starting to build a retirement plan or need to rejuvenate an existing plan with fresh eyes and a new perspective, our team is here and ready to help. We offer retirement plans for individuals, small businesses and large companies. See our available plans here.
Estate & Tax Strategies
Estate planning is an important part of every financial plan. Many people put off estate planning because they think they don’t own enough, they’re not old, or are too busy and will do it later. If you don’t have a plan, your state has one for you, but you probably won’t like it. Planning your estate with our advisors will help you organize your records, classify assets and designate beneficiaries. We also have a vast network of estate and tax professionals who can help with wills, power of attorney, health directives and tax planning. The best benefit is peace of mind and our estate and tax strategies will help you build a plan for a time in your life when you'll need it most.
Company retirement plans have a lot of moving parts, important dates and fiduciary requirements. Our 401k PRO service will get your plan the highest level of fiduciary support and professional investment advice. As plan fiduciaries, we help you cover all the bases, from plan design and setup, to ongoing management, employee education and investment choice. Holding the CRPS designation shows our expertise in the 401k and defined benefit industry. We're happy to give you a quote or provide an on-site demo of our services.
A retirement plan is one of the best investments you can make in yourself, in your small business or for your large company. Our 2-hour consultation will get you on track with a comprehensive plan and a roadmap with defined goals and objectives. Peace of mind knowing you have a retirement plan is priceless. Book your appointment today with our retirement plan specialists.