Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I ...more

Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I invest more wisely?" And "How do I minimize my taxes? We primarily work with physicians and executives nearing or already in retirement who have a need for retirement and tax planning. My ultimate goal is to help you make more informed financial decisions, achieve better outcomes, and live the ideal retirement you envision. We provide value in three ways. We will first develop a financial plan based on your objectives, establish the necessary goals to achieve them, and coordinate the implementation of the plan with our team of attorneys, certified public accountants (CPAs), bankers, mortgage brokers, property and casualty agents, and other relevant professionals. We then develop a portfolio aligned with your financial objectives and invest in a manner that balances your long-term growth needs with a level of risk that you can tolerate. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate account liquidation, so you receive the income you need and pay as little tax as possible. We then help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide to help you navigate those changes with greater clarity and confidence. We offer a free retirement review to help determine what value we can add and whether we're a good long-term fit. Please get in touch with us to experience the difference. When I'm not serving as a financial advisor to my clients, nothing beats family time in Wilmington, NC, with my wife, Kim, and our two boys, Reece and Ryder. We support the Make-A-Wish Foundation and the F3 Foundation—I couldn't think of better causes—and try to get on board every chance we get. Specialties: • Retirement Planning • Wealth Management • Tax Planning • Social Security Optimization • Financial Planning • Estate Planning Phone - 910 310 5599 Email - brett.tushingham@farther.com Website - www.farther.com/advisor/brett-tushingham Location - Wilmington, NC Advisory services are provided by Farther Finance Advisors LLC, an SEC-registered investment advisor.Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I invest more wisely?" And "How do I minimize my taxes? We primarily work with physicians and executives nearing or already in retirement who have a need for retirement and tax planning. My ultimate goal is to help you make more informed financial decisions, achieve better outcomes, and live the ideal retirement you envision. We provide value in three ways. We will first develop a financial plan based on your objectives, establish the necessary goals to achieve them, and coordinate the implementation of the plan with our team of attorneys, certified public accountants (CPAs), bankers, mortgage brokers, property and casualty agents, and other relevant professionals. We then develop a portfolio aligned with your financial objectives and invest in a manner that balances your long-term growth needs with a level of risk that you can tolerate. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate account liquidation, so you receive the income you need and pay as little tax as possible. We then help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide to help you navigate those changes with greater clarity and confidence. We offer a free retirement review to help determine what value we can add and whether we're a good long-term fit. Please get in touch with us to experience the difference. When I'm not serving as a financial advisor to my clients, nothing beats family time in Wilmington, NC, with my wife, Kim, and our two boys, Reece and Ryder. We support the Make-A-Wish Foundation and the F3 Foundation—I couldn't think of better causes—and try to get on board every chance we get. Specialties: • Retirement Planning • Wealth Management • Tax Planning • Social Security Optimization • Financial Planning • Estate Planning Phone - 910 310 5599 Email - brett.tushingham@farther.com Website - www.farther.com/advisor/brett-tushingham Location - Wilmington, NC Advisory services are provided by Farther Finance Advisors LLC, an SEC-registered investment advisor.less