We assist business owners, professionals and those near or recently in retirement in aligning their financial affairs with their values, objectives and desires. We provide independent objective second opinion review on investments, investment asset management, asset allocation, retirement income planning and tax-advantaged wealth management strategies. Brockmeier Financial Services employs an innovative client service process. The advisors strive to provide a client experience in which business owners, professionals and those in retirement and their families can have confidence to meet their needs and expectations. Our advisors’ process starts, without fee or obligation, by exploring in depth your individual circumstances discovering who and what is important to you, identifying financial symptoms, issues, concerns and risks, some of which you may know, some you may not. Our process continues by identifying solutions you can implement, monitoring results, and then evaluating progress together with you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Brockmeier Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
