We assist business owners, professionals and those near or recently in retirement in aligning their financial affairs with their values, objectives and desires. We provide independent objective second opinion review on investments, investment asset management, asset allocation, retirement income planning and tax-advantaged wealth management strategies. Brockmeier Financial Services employs an innovative client service process. The advisors strive to provide a client experience in which business owners, professionals and those in retirement and their families can have confidence to meet their needs and expectations. Our advisors’ process starts, without fee or obligation, by exploring in depth your individual circumstances discovering who and what is important to you, identifying financial symptoms, issues, concerns and risks, some of which you may know, some you may not. Our process continues by identifying solutions you can implement, monitoring results, and then evaluating progress together with you. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Brockmeier Financial Services, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
