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Our Approach

Brentwood Financial Advisors takes its clients through a four step process:

<strong>Information Gathering</strong>

Information Gathering

Brentwood Financial Advisors will develop your plan through an understanding of your financial situation, objectives, risk tolerance and other circumstances.

<strong>Analyzing and Recommending</strong>

Analyzing and Recommending

We help you examine your specific requirements and objectives to determine what particular services and investments are suitable for you.



We guide you in applying the strategies in your plan by offering you access to extensive resources.

<strong>Monitoring and Reviewing</strong>

Monitoring and Reviewing

At Brentwood Financial Advisors, we continuously monitor your plan, reviewing your investment objectives and adjusting your portfolio as necessary.

One of our primary goals is to develop a long-term, trusting relationship with you.

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