Services

At Brandi Sakaluk Financial Group, we believe in having dreams and goals for your financial future. These dreams help us create the roadmap for what we should be doing today to help you achieve them. By offering a fee-based account structure with no minimums we can do financial planning for all our clients throughout the generations, no matter your account size. We help you when it comes to achieving your goals for yourself first. When your goals are achievable, we focus on how to transfer your legacy on to your family.

By offering the fee-based account structure we can also offer discounts to your family members, across the family tree. When we can offer holistic financial planning to you and your family tree, we can encompass all aspects of investment, cash flow management, tax planning, and protection strategies which can also encompass inter-generational wealth transfer strategies.

To break it down simply, it’s easier to do holistic financial planning when we know all levels of financial goals and can help with Estate Tax Planning. We offer discounts to you and your family when we have been given the opportunity to work with your loved ones.