Who We Help.
Our Clients + Community
Many people assume financial planning is only for those with $500K+ in assets. But at The Brands and Bands Strategy Group, we know financial planning and wellness should be accessible to everyone for every stage of life. With 37% of U.S. households unable to cover a $500 emergency expense, we focus on practical, advice-only financial planning that meets you where you are.
We help individuals who:
Need clarity on their budget and cash flow
Want to maximize their income and savings
Are looking for financial planning without high fees
Need guidance on debt repayment, emergency funds, and financial goals
Want to understand and optimize their 401K, IRA, and investment options
Are preparing for retirement and long-term financial security
…and more!
Our flat-fee, advice-only approach provides expert guidance without pressure to purchase financial products. Whether you need to reset your budget, plan for life changes, or build a strong retirement strategy, we help you take control of your money and your future.
Just Starting Out
Got your first job or move up in your career? We break down the basics of budgeting (by your life), managing debt, and saving strategies to build a strong foundation for your financial future!
Looking To Get Better With Money
Want to take control of your finances but need a boost? We help you identify areas for improvement, set realistic goals, and create a personalized roadmap to achieve them.
Seeking A New Advisor/Planner
Tired of confusing fees and unclear advice? We offer a transparent, advice-based approach. Giving you guidance to your money vs being the middle man with your money.
Pre-Retirees/Retirees
Planning for retirement can be complex. We create customized plans that consider your desired lifestyle, income needs, and risk tolerance, ensuring a comfortable and secure retirement.
DIYers Who Need A Hand
Going it alone but want expert guidance? We bridge the gap between self-management and professional advice. We offer targeted consultations and ongoing support to address your specific questions and concerns!
Families - New, Big, Small, Or Blended
The financial needs of families are unique. We understand the challenges and joys of family finances. We work with you to create a comprehensive plan that supports your collective goals, regardless of your tax bracket or asset size.
