Brentwood Financial Advisors

Today we celebrate the hard work, dedication, and perseverance of every worker. Happy Labor Day!

Utilizing the appropriate insurance products and trusts can help protect your assets and help allow them to grow to reach their full potential. Brentwood Financial Advisors can assist you in choosing the right insurance for your needs. Reach out today! https://bit.ly/3SpFbNq

Brentwood Financial Advisors | Contact Main Office 11726 San Vicente Blvd. Suite 235 Los Angeles, CA 90049 Phone: (424) 363-6862 Mon-Thu: 6:30 AM - 2:00 PM Fri: 6:30 AM - 1:00 PM Sat-Sun: By Appointment [email protected] Calls placed outside of normal busine...

Following the extremely high inflation experienced in the United States since 2020, it has been a concerning topic for many Americans. The crucial question is whether this recent period of high inflation is temporary or if it will become a long-term problem. Uncover the insights of inflation in our latest article: https://bit.ly/4dDRVdZ

Inflation on your mind? Inflation readings have been gradually drifting closer to the central bank's 2% target. Inflation is generally defined as the continued increase in the average prices of goods and services in a given...

Home equity is the real value of a home after all liabilities have been paid. Thus a home worth $300,000 with a $200,000 mortgage would have $100,000 in equity. https://bit.ly/3Sob0bw

Glossary Brentwood Financial Advisors

Brentwood Financial Advisors focuses on asset allocation, retirement and estate planning strategies, insurance, 401(k) planning, and alternative investing for qualified investors. Learn more information about our firm and the services we offer: https://bit.ly/3kjhv1F

Brentwood Financial Advisors | Meeting Your Needs Find out how Brentwood can cater to your asset, estate, legacy, and retirement planning.

Brentwood Financial Advisors helps you pursue the best life possible. Entrepreneurs and families who need thoughtful consideration rely on us for careful planning regarding their financial future and highly personalized service and investment strategies. https://bit.ly/39oQLS0

Brentwood Financial Advisors | Home Brentwood Financial Advisors helps you pursue the best life possible. Entrepreneurs and families who need thoughtful consideration rely on us for careful planning regarding their financial future and highly personalized service and investment strategies...

When you receive some extra money, it may be difficult to determine whether you should invest the funds or use them to pay debt. Use this calculator to help analyze a hypothetical situation: https://bit.ly/3A2Ik1C

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Creating a strategy that may help your loved ones is one of the most important and fundamental steps in developing a sound financial approach. This calculator may help you better assess your family’s needs in the event of your untimely death. https://bit.ly/3VOYmTF

Assess Your Life Insurance Needs This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

At Brentwood Financial Advisors, we design portfolios that reflect your individuality. By partnering with carefully screened affiliates that include trust and asset management services, advanced financial planning tools, as well as corporate and executive services, we implement strategies that can help you get where you want to be. Schedule a private consultation today. https://bit.ly/3SpFbNq

Brentwood Financial Advisors | Contact BRENTWOOD FINANCIAL ADVISORS Main Office 11726 San Vicente Blvd. Suite 235 Los Angeles, CA 90049 Phone: (424) 363-6862 Mon-Thu: 6:30 AM - 2:00 PM Fri: 6:30 AM - 1:00 PM Sat-Sun: By Appointment [email protected]

Building wealth takes hard work and dedication, but preserving and growing it also requires consistent effort and careful planning. There are several factors that can erode your estate if left unaddressed. Read more to see what they are and how you can minimize these threats: https://bit.ly/3yaJ3Nr

What are the biggest threats to my estate? Building wealth takes hard work and dedication, but preserving and growing it also requires consistent effort and careful planning. There are several factors that can erode your estate if left unaddressed.

As a team, in Brentwood Financial Advisors we average over 30 years of experience. We use our collective wisdom to truly understand you and your family’s personal and financial goals. Learn more about us and how we can help you: https://bit.ly/3xQziDT

Brentwood Financial Advisors | About Us Brentwood is a family partnership focused on providing a multi-generational approach to wealth management.

A tax the federal government and some states levy on the transfer of property as a gift. Generally gift taxes increase with the amount of the gift and are paid by the donor. https://bit.ly/4cKx088

In this infographic, we outline the seven major events in which savings can play a significant role in enabling you to live your best life. After all, your savings shouldn’t only act as an “in case of emergency” fund but also help you enjoy life’s special moments. https://bit.ly/3VSDMSu

Planning, Saving, And Spending Over A Lifetime In this infographic, outline the seven major events in which savings can play a significant role in enabling your clients to live their best life. After all, their savings shouldn't only act as an

Wishing you a happy and safe Fourth of July!

The concept of diversification is critical to understand when you are evaluating a portfolio. Read more: https://bit.ly/2SOtjaE

A Look at Diversification Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Whether you’re planning college savings for your children, saving for retirement, or protecting your hard-earned assets for the future and your family, Brentwood Financial Advisors will work with you. Arrange a private consultation: https://bit.ly/3SpFbNq

Brentwood Financial Advisors | Contact BRENTWOOD FINANCIAL ADVISORS Main Office 11726 San Vicente Blvd. Suite 235 Los Angeles, CA 90049 Phone: (424) 363-6862 Mon-Thu: 6:30 AM - 2:00 PM Fri: 6:30 AM - 1:00 PM Sat-Sun: By Appointment [email protected] Calls placed outside of normal busine...

As the economy goes through phases of expansion (growth) and contraction (decline) it can impact investor sentiment by way of alarming headlines. Media can make a mountain out of a molehill by treating a normal market cycle as if it was out of the ordinary. Read on: https://bit.ly/3RDN1on

Are You Overreacting to Market Cycles and Pullbacks? The saying “Change is the only constant” applies to all areas of life... including finance. Markets rise and fall. Alarmist headlines come and go...

A father is someone you look up to no matter how tall you grow. Thanks to all the dads out there for always being our first hero. Happy Father’s Day!

If you and your family would like to call your favorite travel destination “home,” you may be considering purchasing a vacation property. This can be an exciting milestone, but there are a few things to consider first. Your financial professional might be able to provide you with some resources to help you answer some of these critical questions: https://bit.ly/3DiV9Az

Buying a Vacation Home? 5 Questions to Consider First Buying a Vacation Home? 5 Questions to Consider First

Loans, grants, scholarships, and work-study programs provided by federally and privately funded sources to enable students to attend college. https://bit.ly/3JyaX8h

Glossary | Brentwood Financial Advisors Glossary ABCDEFGHIJKLMNOPQRSTUVWYZ 1035 ExchangeA method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange.401(k) Pla...

It’s National 529 Day. Today, we celebrate the smart way to save for your child’s future education - a 529 plan! Contact us today to see how you can get started saving for your child’s college tuition. https://bit.ly/3SpFbNq

Let us remember all our heroes who have left us while fighting for our country!

Investing wisely should be a mathematical exercise … but often, the real science at work is psychology. Read more about how it's affecting your investments: https://bit.ly/3UPuHJM

How Healthy Are Your Heuristics And Are They Affecting Your Investments? Investing wisely should be a mathematical exercise ... but often, the real science at work is psychology...

Pursuing a sound financial strategy doesn’t have to be overwhelming. Let the client-centered, experienced Brentwood Financial Advisors team help you! See how we can meet your needs: https://bit.ly/3kjhv1F

Brentwood Financial Advisors | Meeting Your Needs Find out how Brentwood can cater to your asset, estate, legacy, and retirement planning.

Brentwood Financial Advisors earned Diamond Status at Cetera Financial Group’s annual awards conference, known as the Circle of Excellence. This awards conference recognizes the accomplishments and leadership of Cetera’s top financial professionals. It’s an honor to be recognized in the Circle of Excellence, and we are beyond proud. https://bit.ly/4dJZFLR

Brentwood Financial Advisors Earns Diamond Status at Cetera Circle of Excellence Brentwood Financial Advisors is pleased to announce earning Diamond Status at Cetera Financial Group’s annual awards conference. Since 2019, Brentwood Financial Advisors has been an independent firm affiliated with Cetera, an at-scale...

Mothers hold their children’s hands for a while but their hearts forever. Happy Mother’s Day!