Navigate Your Financial Journey with Confidence
Our Key Specialties
Financial Planning for Women
We understand the unique financial challenges and opportunities that women face. Our tailored financial planning services are designed to meet your specific needs. Lear more here.
Planning for Blended Families
Blended families often navigate complex financial dynamics. Our specialized financial planning services address the unique needs of blended families. Lear more here.
403(B) Programs
We are certified 403(B) advisors, helping educators and nonprofit employees navigate their retirement plans with confidence. Lear more here.
Our Mission
At Brickstone Financial, we empower women and blended families to navigate their financial paths with confidence. We provide personalized financial planning, investment strategies, retirement planning, and life insurance. As a women-owned and operated firm, we uphold values of integrity, transparency, and genuine support to foster financial wellness and success for our clients and communities.
Our Comprehensive Financial Services
Florida Retirement System (FRS)
Specializing in the Florida Retirement System, we offer comprehensive support for current and retired public employees. Whether you’re looking to understand your pension options or need assistance with retirement planning, we’ve got you covered.
Strategic Investment Solutions
Our investment strategies are tailored to meet your individual goals and risk tolerance. We offer a range of investment options to help grow and protect your wealth, ensuring a balanced and diversified portfolio.
Retirement Planning Expertise
Planning for retirement can be complex. Our team specializes in creating personalized retirement plans that ensure financial security and peace of mind. We provide expert guidance on IRA vs. Roth IRA to help you make informed decisions about your retirement savings. We’ll help you navigate the intricacies of retirement savings, investments, and income strategies.
Comprehensive Life Insurance
Protecting your loved ones is a top priority. We offer a variety of life insurance options to provide financial security and peace of mind for you and your family. Our advisors will help you choose the right policy to meet your needs.
Living Trusts
A living trust can be an essential part of your estate planning, helping to manage and protect your assets during your lifetime and ensuring a smooth transfer of assets after your death. Our experts will guide you through the process of setting up and managing living trusts tailored to your specific needs.
Annuities
Protecting your loved ones is a top priority. We offer a variety of life insurance options to provide financial security and peace of mind for you and your family. Our advisors will help you choose the right policy to meet your needs.
Take the Next Step Towards Financial Confidence
Ready to take control of your financial future? Connect with Brickstone Financial today for personalized guidance tailored to your unique needs. We are here to support you on your journey to financial security and peace of mind. Schedule a consultation now and start navigating your financial path with confidence.
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