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Why Us?

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BRsquared is an avid advocate of Financial Independence. There’s more to financial independence than being able to retire early, it is power to make life and career decisions without focusing primarily on the monetary aspect. BRsquared specializes in working with professionals in the technology sector, who aim to provide financial stability for their families, while seeking the freedom to have flexibility in their life and career choices. Most of our clients have unique tax challenges as a result of their employment, and their desire is to responsibly accumulate, grow, consume, and ultimately distribute their assets in an effective and tax efficient way.

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The following criteria should help you determine whether partnering with us might be beneficial to you:

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  • You would like to partner with someone capable of providing you complete and holistic financial planning advice covering strategies to not only build wealth, but also encompassing areas like managing expenses, tax planning, estate planning, insurance, retirement planning and education planning.
     

  • You want to collaborate with someone who is competent and takes the time to understand your unique financial situation.
     

  • You’re looking to work with someone who is held to fiduciary standards, legally obligated to work in your best interest.
     

  • You seek total transparency and full disclosure of the fees that you will pay for any financial planning and asset management services provided to you.
     

  • You are a technical person and you would like your investment advisor to walk you through the process and criteria they use to construct and analyze your portfolio.
     

  • You expect your investment advisor to objectively guide you through market volatility.
     

  • You would like your advisor to be easily accessible to address your concerns and promptly respond to any financial questions that may arise in your day-to-day life. These might be questions like…Can I upgrade my home?...Can I afford to forgo active income for a couple of years to focus on my start-up idea?...Is this the right time to refinance?...Should I switch to the new health plan offered by my employer?...At what age should I start filing for Social Security benefits?...,and more.
     

  • Given current circumstances, you would like to have the option of working with someone who is capable of conducting business virtually.

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Suggestions on how to choose a financial advisor

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Contact us at rachna@br2financialplanning.com to schedule a complimentary 30 minute initial consultation.

Disclosure

WARRANTIES & DISCLAIMERS
 

There are no warranties implied.
 

BRsquared L.L.C. is a registered investment adviser located in Danville, CA. BRsquared L.L.C. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BRsquared L.L.C.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BRsquared L.L.C.’s web site on the Internet should not be construed by any consumer and/or prospective client as BRsquared L.L.C.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BRsquared L.L.C.  with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BRsquared L.L.C., please contact the state securities regulators for those states in which BRsquared L.L.C.  maintains a registration filing. A copy of BRsquared L.L.C.’s current written disclosure statement discussing BRsquared L.L.C.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BRsquared L.L.C. upon written request. BRsquared L.L.C.  does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BRsquared L.L.C.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This website and information are not intended to provide investment, tax, or legal advice.

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