Brett Tushingham - Tushingham Wealth Strategies

At Tushingham Wealth Strategies, we offer proactive retirement planning that encompasses every aspect of your financial life. Think of us as your financial concierge.

From minimizing your taxes to investing more wisely, and optimizing your income. Our mission is to provide financial advice that helps you obtain better outcomes and simplify your finances, so you can live your ideal life.

We provide value in three ways.

We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals.

We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with.

We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible.

We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide in helping you navigate those changes with greater clarity and confidence.

To help determine what value we can add and if we’re a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.