11/02/2017
Hello All,
I made the decision to start my own consulting practice for two reasons 1) I'm tired of seeing people being taken advantage of and 2) I think most people need a good tax advisor & financial planner and not a money manager. People are looking for answers to their questions and for "objective advice."
Overview:
Brandon Wren is an independent, IRS Enrolled Agent & Fee-Only Certified Financial Planner. I have extensive experience and the qualifications to help you identify strategies to reduce taxes, reduce investment expenses, prudently manage & build your wealth, answer your personal finance and tax questions, and help you make informed financial & tax decisions. I don't sell financial products or receive any commissions whatsoever. My clients pay for my tax services and/or advice. In 2017, I began with a simple idea: Start a firm that strictly advocates for clients by providing independent & objective financial & tax advice. This business model is designed to eliminate conflict of interest while delivering unparalleled objective advice at a reasonable price.
Services:
-Tax Preparation & Representation
-Tax Planning
-Financial Coaching
Differentiators:
- 100% Fiduciary (Client interest first at all times)
- Independent
- Objective
- Transparent
Guarantee:
Here’s my commitment: If the tax & financial coaching services do not pay for itself in reduced taxes, reduced investment expenses, and/or a positive increase to your Net Worth over time my services will be free of charge. This is not a gimmick; it is a simple value proposition.
Check out my website and feel free to spread the word. I will need all your help to grow my practice.
Side note- I'll be sharing a flyer I created now that tax season is over. It's a good time to start tax planning and get an objective assessment of where you stand financially.
Thanks for your support!
All the best,
Brandon
