be well cared for — enjoy the security of a thoughtful and personal process.
As a Brinton Eaton client, you receive a high level of service from the very first handshake. We partner you with your own skilled, experienced and integrated team of financial planners, investment advisors, and income/estate tax professionals, to help you meet your current and long-term goals.
While each member of your advisory team is a highly qualified professional, our greatest strength comes from combining our varied skills and expertise. This team approach puts a full suite of services within easy reach, with at least two seasoned professionals available to respond to your needs at all times.
L – Listen & Learn:
You talk, we listen. Brinton Eaton will spend a great deal of time getting to know all there is to know about your financial picture — what are your assets, liabilities, expenses, sources of income, tax situation, family circumstances, lifestyle and aspirations? And because we feel that a prosperous and rewarding journey begins with a great deal more than just fact-finding, Brinton Eaton’s team will get to know you personally. What keeps you up at night? How do you envision your future?
I – Inform & Develop Customized Options:
With this information in hand, we develop lifetime cash flow projections, examine a multitude of possible economic / financial / life scenarios, and work closely with you to develop your long-term financial plan.1
F – Formalize Plan:
Brinton Eaton invites your input to help us formalize a plan that speaks directly to you, your needs and your level of security. Our suggestions are always individually crafted for you and the considerations that are important to you. We develop, fine-tune and agree to a plan that works well for you today and your future. Your long-term financial plan also provides the framework for your investment strategy.1
E – Execute & Continuously Update:
You delegate the plan’s day-to-day execution to Brinton Eaton, so you can go about enjoying your life. Yet nothing is ever in stone. As life changes, so may your objectives or aspirations. We revise and renew your plan continually to reflect life changes — a process that’s ongoing throughout our relationship.1
For more information and to speak with a Brinton Eaton advisor, call 800-364-2468 or email
info@brintoneaton.com.