FAQs

Brandenburg Financial is a personalized financial planning and investment advisory firm dedicated to simplifying the complex world of investing and money management so clients can focus on what matters most.
 

Brandenburg Financial provides a comprehensive suite of services including investment planning, financial planning, retirement planning, estate planning, insurance planning, and personalized portfolios tailored to your life goals.

We work with individuals and families, retirees, business owners, corporate executives & sales professionals, and doctors & medical professionals — helping each group craft strategies that match their unique goals and financial situations.
 

We believe in personalized investing grounded in long-term thinking — building diversified portfolios, avoiding short-term distractions, and aligning investment strategies with your life goals that aim to help create and preserve wealth over time.
 

Financial planning at Brandenburg Financial means building a holistic roadmap that considers your income, goals (like homeownership or education funding), retirement aspirations, and risk tolerance — so you can pursue clarity and confidence in your financial future.
 

We offer flexible meeting options — at your home, our office in Tampa, or wherever you feel ost comfortable — so planning fits your life, not the other way around.
 

We combine the knowledge and resources of large firms with the personalized attention and collaboration of a smaller practice — focused on you, not products.

Yes, at Brandenburg Financial, we act as a fiduciary for advisory clients. This means we have a legal and ethical obligation to put your interests ahead of our own at all times. Our recommendations are based solely on what we determine is best for your financial goals, not on commissions or company incentives.
 

At Brandenburg Financial, we use fee based pricing. This puts us on the same side of the table as our clients. When our clients succeed, we succeed.
 

Yes — Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through PSI Advisors, LLC. Brandenburg Financial and PSI Advisors, LLC are separate entities from LPL Financial.
 

Yes. Brandenburg Financial offers virtual meetings and ongoing remote support, making it easy to work together no matter where you’re located. Clients can meet securely by video or phone, review documents digitally, and receive guidance without needing to visit the office — ideal for busy professionals, retirees, and out-of-state family members. Virtual planning allows us to deliver the same high-touch, personalized financial advice while giving you the flexibility to plan from the comfort of your home.
 

You begin with a complimentary consultation — a conversation to understand your needs and how we can help. There’s no commitment required up front, and we’ll walk you through our planning process before you make a decision.
 

Great question — common prospects ask:

• Do I have enough to retire?
• How do taxes affect my investments?
• Can I safeguard my family and legacy?

These are questions we routinely address in a clear, client-focused way.
 

We take a long-term perspective, helping you build a retirement strategy that considers income goals, tax efficiency, Social Security timing, investment sustainability, and lifestyle planning — that strive to give you confidence in retirement.
 

We seek to ensure your legacy intentions are reflected in your financial plan and estate documents, coordinate account titling with legal wishes, and help minimize complications for heirs.
 

Insurance is viewed as part of your broader financial strategy — protecting against life’s uncertainties and aims to ensure your goals are resilient in the face of the unexpected.
 

Reach out to schedule your complimentary financial consultation and get tailored insights into retirement planning, wealth management, tax strategies, and more.