My wife and I hired Brett two years ago as our financial advisor and we have been extremely satisfied with him. We are empty nesters in our early sixties with two late twenties children. My wife worked in private preschools and was under-paid. So, I am the primary breadwinner with a modest salary that covers our living expenses but not much more. We have a 401K nest egg that is modest for our age, but certainly not large. What I’m trying to express is that we are from modest means, but we don’t feel judged or treated as an afterthought. Brett makes us feel like millionaires and gives us his full attention. He is always a phone call, text, or email away and is very good at responding, which is reassuring as we live two hours away from where he is located. Brett is knowledgeable and is well connected with tax-preparers, estate-planners, and other professionals who have helped us with our total estate, not just with our retirement nest egg that is under Brett’s careful watch. More than anything, we feel comfortable with Brett. He’s a good person with an easy-going manner that helps diffuse topics that can be complicated and difficult to process. Over the past five years, I’ve felt increasing anxiety that I needed help landing the family financial plane gracefully onto the retirement runway. This unease was heightened by a special needs child who is in recovery from substance abuse. So, it was time to find a person like Brett. We feel fortunate and grateful to have found not only a competent financial planner, but a caring and empathic human being.
We have been clients for over 5 years. Brett was recommended by our accountant. Brett is easy to work with and open to ideas. He is knowledgeable, creative and proactive. He is responsive to questions. We have been really pleased as Brett has guided us through the long-term management of our savings and planning for retirement. Where “usual” turns into “exceptional” is when he proactively contacts us to make sure we are current. For example, he has reached out to make sure we have completed issues related to work, or taxes, or insurance. We have had multiple comprehensive meetings where his preparation was obvious. Our experience has been excellent, which is why we highly recommend Brett.
Brett has been our financial advisor for over 10 years. His experience and knowledge across financial planning and investing is second to none! Over the years, his focus on retirement, education, wealth accumulation and general life planning has been extraordinarily helpful!
Brett is proactive in his approach – always one step ahead of the opportunity (and the IRS!) I always appreciate his texts/calls to ensure awareness and alignment around potential opportunities, benefits and risks. I would highly recommend Brett and all of his services!
I have known Brett for over ten years. He continually asks the question, which is most important: how can I/we achieve your goals so you can enjoy the life you desire. He works with you to determine your life strategy . . . and focuses on how to make that happen. He’s a fabulous resource and I highly recommend his wholistic services!
We’ve been with Brett as a CFP advisor since the beginning of Tushingham Wealth Strategies and even a few years prior to that. He’s been rock steady all that time and is somebody on whom we can always depend. In current times, when it seems that “anything goes” in business and politics, we know that we can always count on the straight story from Brett and that he takes as much care in advising all his clients as he would his own family. Unlike many advisors in large firms who are operating primarily to place investments where they will earn the largest commissions, Brett’s independent services are fee-based, and he looks for the investment or service that is best for his clients. One of the great advantages of working with him is that he offers “cradle-to-grave” service; he will help you plan for your child’s college education while that child is still an infant, simultaneously helping you plan for retirement and what will eventually happen to your estate. We know that we don’t have to watch the markets everyday or be concerned about how the latest tax law changes affect us because he does that for us proactively. Our daughters have grown up knowing Brett, who also advises them. Unlike many of their generation, they already have, and know the value of, 401k plans, Roth IRAs, and Health Savings Accounts. We wholeheartedly endorse Brett and recommend his services unreservedly.
My wife and I have been working with Brett since 2010. He was recommended to us by our long time accounting firm when we made the decision to find a new CFP in NC after relocating from Chicago. Brett has not only provided us with his comprehensive services and expertise, just as importantly he has worked to get to know us on a personal level which I believe is critical to the success and understanding of all aspects of our financial wellbeing. Working with Brett, he has insured “all our papers are in order” – by that I mean he has provided us with not only guidance but coordinated all aspects of us actually putting in place estate planning (including the establishment of legal trusts for both myself and my wife), insurance (home, auto, LTC, life), Medicare, tax planning, PPP loan for my business, 529 plans for my grandkids – really everything – and I have come to trust reply upon him and his expertise in all matters concerning our financial health. I have worked with other CFP’s over the course of 42 years and can tell you that Brett, by virtue of the type of person he is and his knowledge, experience and expertise and they way he treats us as clients and friends, has exceeded all others.
I have known Brett for over 10 years and highly recommend him for your retirement planning. He is extremely thorough taking time to understand what is important to you and your family today and in the future. He makes himself accessible for any questions as life presents itself and wants to be involved in items such as your annual benefit enrollment along with your employer available plans.
Brett understands your spending number by reviewing your total expenditures, your cash flow and how it influences your savings rate, portfolio allocation, insurance needs, tax planning and overall money management strategy.
Brett wants to know you, your family and be there as life changes so he can help navigate you through these life events. I trust him explicitly and know he always has our best interest forefront, thereby ensuring we are set up for a great retirement.
Brett was recommended by a senior colleague of mine, shortly after I was hired to my first faculty position after training. It took me a few years to actually get in touch, and I wish I had done it sooner. Brett is so knowledgeable about my employer’s retirement options and quickly identified missed opportunities for savings and assessed my insurance coverage, helped me optimize student loan payments and other liabilities. He has kept me informed and actively educated me as we develop a long term financial plan, with such personalization and care to how I want my money to be available over time. I really can’t imagine working with anyone else – and I did have initial consultations with other firms and independent planners – but Brett is someone I trust explicitly and his accessibility is bar none.
Brett has been our expert in all things financial for many years. After dissatisfaction with a previous firm and a subsequent extensive search, it was apparent that Brett could provide the attention to detail that we were looking for.
He truly makes us feel like we are his most important client(s). He is very proactive and his follow-up is beyond even our demanding expectations. His interactions with investments and planning were the reasons we chose his services but his participation and advice in selling/buying property, tax planning, medical insurance, rental properties, etc. were more than we could have imagined that we needed and verifies his claim as a “personal CFO”.
Our accountant is extremely satisfied with Brett’s multiple interfaces to make sure we are properly prepared prepared for reporting the current year and properly prepared for what we need to do in the upcoming year to maximize our savings and investments.
Brett has even visited with our adult children to answer questions they may have as they face early-life investment situations. He goes the extra length to understand what our family needs might be beyond the typical investment and retirement planning books. We highly recommend his personal commitment and attention to anyone searching for financial planning advice.
My husband passed away in 2020, he took care of everything financial including real estate investments, Stock market, 529 accounts,etc.
Without him I knew I needed help. Brett Tushingham gave that help – he actually took me under his wings and explained, taught and stood
by my side until so very many issues were resolved, changed and finally understood my be to move forward.
I am thrilled with my portfolio..he still explains, stays in touch and looks for the best strategies for myself and my family. Above all, Brett is so very trustworthy, so honest. He gives 100 % to his clients in time, advice and caring.
He is a fantastic Financial Advisor.