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Our Process

All of our recommendations and services happen within the context of your financial plan. When you engage in a relationship with our team, we first want to understand you. Once we get to know you, we can educate you and design and execute a financial plan that pulls together risk management, asset management, tax strategy, estate planning, and the vision for your life. We work diligently to maintain our relationship with you, so that we strategically implement your customized plan and we can routinely assess your progress.

Our Commitment To You

At Behrens & Brown Wealth Management, we strive for excellent customer service and an experience like no other. We are committed to treating you as a valued client and help you feel like part of our family. Our team will provide the following:

Timely Service - You can always expect quick responses to phone calls or emails.

24/7 Account Access (via Client Login) - You have access to your account information anytime via our website.

Annual Reviews (More often as needed) - We promise to meet with you as often you would like to review your plan and performance toward your goals. We will provide you with a copy of your plan in the format you choose.

Other Assets/Investment Portfolio Analysis - We will include other outside assets and/or investments for a holistic view of your financial situation.

Monthly Newsletters - We provide a monthly electronic newsletter with pertinent information regarding financial and economic issues in a concise format.