BRIO Financial Planning offers holistic financial planning and investment advisory services to individuals and families. BRIO helps clients identify financial objectives, solve financial problems, design cash flow, perform tax planning and preparation, advise on financial risk and investment allocations, retirement planning, education planning, insurance, and estate planning. BRIO does not sell insurance or investment products and is legally required to act in your best interest.
Fee Structure
BRIO Financial Planning includes investment management services as part of its Open Retainer service. BRIO will make recommendations, but will obtain your approval for each transaction. If BRIO recommends an independent manager, that manager will have the authority to make trades without asking you first. The fees for Asset Dedication are separate and in addition to BRIO's fees.
