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805-557-8930
linda@brucoinvestmentgroup.com
Schedule an Appointment

By definition, an engineer is someone who designs, analyzes, builds, and maintains solutions to make the world a better place. So, let's apply that to your finances.

Design

We'll discuss your goals and values so that we know how to best serve you. We'll talk about your dreams for the future as well as the fears you have around current and future finances.

Analyze

You might have a firm grasp on your financial situation; however, it's our job to make sure there are no holes in your plan. We'll take a look at where you are so we can make adjustments that help ensure you're on the right path.

Build

Based on your goals and risk tolerance, we'll develop an investment strategy, including asset allocation and diversification. We'll also discuss the following: 


Education Planning
Employee Benefits Review
Insurance Risk Analysis
Retirement Plan Management
Legacy Planning
Estate Plan and Trust Review
Long Term Care Assessment
Social Security Optimization Evaluation

Maintain

We'll schedule regular reviews so that you always know where you stand with your finances. As part of the review process, we'll make adjustments to the plan based on changes in your life circumstances, financial markets, tax laws, and other factors.


We'll also maintain regular communication with you to provide updates, answer questions, and offer advice.

Be As Involved As You Want to Be

  • Do you want to be more educated in the financial planning process or would you rather defer to a professional and know that things are being taken care of?
  • Do you like regular meetings or are you more hands-off?
  • Do you have a vision of what you hope your financial planning experience will look like? 

Clients at Bruco Investment Group vary in their level of involvement. We meet you where you are and make sure that you receive the level of communication that you're comfortable with.

Have a Question?

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