Planning is a lifelong process that keeps you in touch with your finances and provides greater control

over your financial future. Setting goals, and regularly monitoring results, increases the likelihood of

achieving the long-term results you desire. Planning also enables you to mitigate the potentially

devastating effects of unexpected events, such as premature death, and to manage and minimize

asset-threatening tax obligations.


Since 1987, the Brink Financial Group has helped individuals and families realize their dreams and

achieve their financial goals with services that include:

Wealth Preservation and Income Protection

  • Replacement of Earning Power

  • Protection Against Loss of Business Revenue

  • Lifestyle Preservation and Protection

  • Protecting Family-owned Businesses

Wealth Accumulation

  • Strategies for Achieving Financial Independence

  • Global Wealth Management

  • Qualified and Non-Qualified Retirement  Planning

  • Education Funding

  • Key Executive Compensation and Succession  Planning

  • Risk Management

Wealth Transfer and Distribution

  • Estate Planning

  • Inheritance Tax Planning

  • Wealth Transfer

  • Charitable Giving

  • Long Term Care

  • Business Continuation Planning

  • Legacy Planning