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Brentwood Financial Partners was established to assist individuals and businesses in building long-term financial security. Our partners have more than 50 years of combined experience in financial planning and investment management. We believe a proactive and strategic approach provides our clients the best opportunity to achieve their long-term financial goals. Our process emphasizes comprehensive planning in the areas of asset accumulation, asset preservation, income distribution, and estate transfer.

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Year-End Financial Planning Checklist

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