Wealth Is a Journey-Let Us Be Your Guide

General Info

All journeys begin with planning. We start by understanding your current situation, by discussing your needs and time horizon, and by helping you dream about where your journey could take you. Together we will create financial plans to pursue your goals - whether it is travel, improving your lifestyle, retirement, college for your children or grandchildren, or leaving a legacy. Implementation is the next step in financial planning. We will interpret the market signs along the way. You can expect us to provide thoughtful, carefully researched decisions, and to keep your best interests in mind. We use a similar approach in selecting the service providers we use to help meet your financial objectives. Providers selected include Fidelity Institutional Wealth Services. BR Mortgage was started in 2004 because managing what you owe is just as important as managing what you own when it comes to building wealth. Through BR Mortgage, we offer a wide range of programs for financing real estate. We can assist you in the purchase of a home, a building for your business, and investing in residential and commercial real estate. BR Capital can help you reposition real estate investments for potentially greater income and less worry, while minimizing capital gains taxes. At this stage, we will continue to help you enjoy retirement, donate to church or other charities, help your loved ones with their journeys, and consider how you will leave a lasting legacy.

Extra Phones

800: 800-562-7096

Hours

Regular Hours

Mon - Fri:	7:00 am - 7:00 pm

Categories

Financial Planners, Financial Planning Consultants, Investment Management, Mortgages

Payment Options

Location

San Tan Corporate Ctr II

Neighborhood

Walnut Grove