Practical financial advice comes from sensible planning.

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Brickwork helps hardworking business-owners, professionals, and anyone who’s ready to take a serious look at their financial situation by working to create financial plans that make solid sense.

Create financial plans that make solid sense.

YOU SHOULD GET MORE

The right financial plan doesn’t just map out numbers over time. It should let you see what’s really possible, and how you can get it. It should help you believe in your own future.

TIME IS ON YOUR SIDE

People usually talk about how much time you have to save. That’s important, but you put time on your side when you take the time to create a financial plan. We can help.

THE ONLY #s THAT MATTER

The only numbers that matter are yours. Tracking what the media says (or your neighbor) might be interesting, but it’s not relevant. Your plan, your numbers, your future. That’s how we think.

A SIMPLE COMMITMENT

We refuse to give “flinch” advice. We’ll take the time to understand what matters to you and why. Then, and only then, will we build a plan for your financial future.

THIS ISN’T OUR FIRST TIME

We have been helping hardworking business owners, professionals and business-like families for over 18 years. We can help you get the clarity and confidence so many of our clients have found.

PEOPLE ASK US…

How do people work with you?
Our approach is direct and clear: we work through a sensible discovery and planning process to understand your goals and then map a plan to move you toward them. We’ve done this so much that we have a trademarked process for it.

PLANNING ISN'T OUR ONLY EXPERTISE

When a financial plan calls for specific solutions, we have in-house expertise and are able to provide guidance and products including:

Retirement Income Planning
Insurance Solutions
Personal and Business 401k Management
Investment Management