What It’s Like to Work with Us
As an investor, regardless of your background, life comes with a large amount of responsibility as your financial life dramatically increases in complexity.
People reach out to us for many reasons, but ultimately it's because they realize that every decision they make, including who to trust for advice, can add complexity or add clarity.
At Brockmeier Financial Services, we understand that the choices you make have a dramatic affect on your life now and down the road. Our client-based process allows you to make the most informed financial decisions, giving you freedom, comfort, and confidence.
- We're proactive and personal—and we are here when you call.
- Your questions or concerns are addressed quickly and clearly, with open and transparent communication.
- Our team is experienced and made up of accredited planning specialists with genuine understanding of you and your family's goals.
Supporting You Through Every Season of Your Life With…
Purpose-driven technology enhances your client experience and helps you stay focused on your financial path. We bring you increasing support, clear and timely communication, and easy, secure access to your accounts, documents and records.
We bring you access to quality resources and expertise, delivered with the personal attention of a team who knows you and understands you goals, challenges, and aspirations. We are positioned to help build, manage and preserve your wealth. We truly care about your long-term success.
Understanding you is at our core. The foundation of our process begins with a "Discovery" meeting to learn about you, your priorities, and who and what is important to you. Our process lays the groundwork of trust and confidence that our strategies and ongoing advice are always centered on your best interests.
The latest technology, extensive research and broad range of investment choices are just tools without the understanding and experience to use them effectively. We bring you the perspectives of a team with over 50+ years of financial analysis and investment guidance—and the expertise of a CERTIFIED FINANCIAL PLANNE® professional and CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®).
Investments & Wealth Institute (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planning Board of Standards Center for Financial Planning, Inc. owns and licenses the certification markes CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's inital and ongoing certification requirements to use the certification marks.
How Can We Help?
If our personal approach to planning for the future matches your needs, reach out to our dedicated team to explore your next steps—with intention.