Prudent, Intelligent Investment Management

You have a lot riding on your investments. You are looking ahead and hoping that your can afford to retire, that you are not working until you drop. You want to make sure your children or grandchildren can receive the education they need without sinking deep in debt. You want to start your own business, or want to have the security that your health care costs are covered for the long-term. 

College won't pay for itself.  Education funding starts with careful planning early on.
What life priority will fall behind if you fail to financially plan?

What would happen if you did not have the resources to achieve these goals?  Does that mean a child will be in a lot of debt to got to college?  Or having to re-mortgage the house to start that business, putting the roof over the family's head at risk?  Does the medical treatment needed for yourself or a loved one that is not covered by insurance just . . . not happen?  That thought is painful, but that is the reality we face when we do not have the money we need when we need it.  

The thing is, these goals unite with one common thread - they all take money to provide. But investing is more than buying some securities and hoping they grow over time. It is about managing your goals, setting priorities for what is most important to you. It is about having tough conversations about what you need your money to be able to do.   It is about balancing the rewards sought after with the very real risks that exist in the market.  And it is about having a guide that will help you keep a steady hand in all seasons of the market.  That is what Briggs Financial will do with you.

Briggs Financial will work with you in a personal, unique way by being guided on its three pillars of investment management:

1. Integrity, honesty, and ethical management. Our recommendations are unbiased, free from the commissions and hard conflicts of interest that other advisers have.  This ensures that YOU are the only person Briggs Financial is working for. (and our other clients of course)

2. Doing our homework is a continuous process. Current information and analysis is vital in making the best investment decisions possible.  We use outstanding technology and research resources to make sure we have the information we need to recommend well-reasoned ideas for you.

3. Solutions that make sense for you.
Prudent investment management is not "one-size-fits-all." We will meet with you on a quarterly basis to provide insight about the strategy we are using.  We will answer any questions you have, and we will make sure that your goals continue to be the center our work.

Our foundation is prudent advice, doing our own homework, and providing our best recommendations centered on you.  Schedule a 15-minute conversation today and let's get started on the path to helping you reach your investment goals.