Brandenburg Financial

770-202-6673

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Brandenburg Financial

770-202-6673

  • Home
  • Podcast
  • Meet the Brandenburgs
  • Blog
  • Brandenburg Tax Services
  • Resources

"What if we no longer want to work together?"

Breaking up with your Financial Advisor shouldn't be hard

Most clients who hire us work with us for a very, very long time. Usually until the conclusion of their retirement.


But life doesn't always happen according to plan.


If for any reason you feel like we are no longer the best fit to serve your retirement planning and investment management needs, breaking up is easy. 


Just call us and we will refund your quarterly fee and withdraw from your investment accounts. From there you could manage them directly at Fidelity, or you could transfer them to any other financial advisor to pick up the strategy and keep moving forward.


Really, it's that simple.


We're not in the hostage negotiation business here. And this is good, because it means that if we want to keep managing client investments we have to work to add value every single year that our client's feel is a good value for what they pay. Because tomorrow they could all fire us.

"I'm ready to take the first step"

Book your 20 minute introduction call

Advisory services are offered through Brandenburg Financial Services, LLC, a Georgia Registered Investment Advisor.


  

Terms of Use 


This website is for informational purposes only and does not constitute a complete description of our investment services, fees, or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.


Disclosures 


Registration


Brandenburg Financial Services, LLC is a Georgia registered investment  For additional information, refer to Form ADV 2A and Form ADV 2B.


Compliance Disclosures:


· Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities, products or investment advisory services mentioned herein. 

· Information on this website does not constitute a complete description of our services. 

· Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third- party website, will be profitable or equal to past performance levels. 

· Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. 

· All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. 

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