Tushingham Wealth Strategies
Financial Services - Wilmington, NC, US
Tushingham Wealth Strategies Employees
Brett Tushingham
Owner, Financial Advisor, Certified Financial Planner™ (CFP) & Fiduciary for Physicians & Executives
Tushingham Wealth Strategies Senior Management
Brett Tushingham
Owner, Financial Advisor, Certified Financial Planner™ (CFP) & Fiduciary for Physicians & Executives
Tushingham Wealth Strategies Details
Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) and owner of Tushingham Wealth Strategies. I've been providing retirement planning advice for almost twenty years and specialize in helping entrepreneurs answer questions such as do I have enough assets to retire, when should I start Social Security, and how do I minimize my taxes. In working with business owners, executives, and physicians one thing has become clear. They have been underserved by the financial services industry, sold products they don't need, and offered little in the way of financial planning. This is why I developed my "Personal CFO" service to help busy professionals proactively manage their financial affairs and simply their life. We provide value in three ways. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, when they do we will serve as a guide in helping you navigate those changes with greater clarity and confidenceTo help determine what value we can add and if we're a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.
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