At Brendle CPA, P.A. we believe providing superior customer service and support to each of our clients is paramount to success. Brendle Financial Group’s tax-optimized approach to wealth management is designed to help clients reach their financial goals and make their aspirations a reality. Our philosophy in planning for your future is not founded on the number of individual transactions we can achieve, but individual relationships with you, our partner, built on trust and service.
Our relationship with you begins with a comprehensive evaluation of your goals and dreams. Through an ongoing consultative approach, we work closely with you to understand what you face in life. Using Method 10™ solutions, we can build a portfolio that responds to these needs.
Our commitment to full disclosure and accountability, combined with attentive, personalized client service often comes as a pleasant surprise to new clients. We welcome the opportunity to show you a higher level of client service and how it fits within our solid approach to wealth management – one designed to provide both peace of mind and financial security.
We provide the following Integrated Processes with all of our tax and financial planning.
FIT: We believe creating the right fit with any prospective client will lead to a successful and productive environment for both parties involved. We accept new prospective clients that characteristics we fit best with. This fit centers on common interests, financial profile and willingness to accept advice.
FACT FINDING: If we determine a successful fit, we then have a complete discovery process which allows us to understand our clients’ specific needs and values. This process begins at the onset of the relationship and continues throughout as life changes for our clients.
REVIEW: This process includes an ongoing review of each client’s goals and objectives based on our Method 10 Solutions. As life changes, we can then create new strategies to ensure a successful future for you, your family or your business.
ADVOCATE: As a value-added service to our clients, we make ourselves available to act as an advocate for you. Often our clients will encounter a family member or friend that has need of our services, or they may have uncertainties about the markets or their portfolios. If this happens, we will make the time to offer objective advice that they can use to make an informed decision.
Method 10® is property of Avantax Wealth ManagementSM. All rights reserved 2019.