Services We Offer

Life moves fast. But your financial future? That shouldn't be something you have to chase. At Brass Ring Wealth Management, we’re not here to sell you something. We’re here to guide you—to help you make smarter decisions with what you've worked so hard to build.

Whether you’re navigating retirement, building your business, or just trying to make sure your kids are set—this isn’t about numbers. It’s about freedom, confidence, and clarity. Because when your plan is built around you, you stop worrying about what’s next—and start living like you’ve already won.

Brass Ring Wealth Management is registered to conduct securities business in the following states: AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, ME, MI, MN, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VT, WI, WV, and WY. Our team holds the Series 7, 63, 65, 24, 4, and 51 licenses, as well as Life, Health, and Variable Contracts insurance licenses

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Life Insurance Isn’t Just About Protection—It’s About Possibility
Life insurance has come a long way since 1759. What started as a safety net for widows and children has evolved into a powerful financial tool for building and protecting wealth. Yes, life insurance still covers the basics—protecting your family and assets—but today’s policies can do so much more. From building cash value for retirement or college to offering tax-efficient growth, the right policy can support your long-term financial goals. But not all coverage is created equal. The key is finding the right type for your situation—and that’s where we come in.  Let’s explore how life insurance can protect what matters and help you build what’s next.

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You Built a Legacy—Now Let’s Protect It
After a lifetime of building wealth, the final—and most personal—chapter of your financial plan is making sure it’s passed on the right way.
Estate planning isn’t just about numbers and taxes. It’s about protecting your wishes, preserving family harmony, and leaving a lasting impact. Without a plan, your legacy could face unnecessary costs—and even cause conflict among those you care about most.  We’ll help you, clarify your goals for wealth transfer, explore smart, efficient tools to minimize taxes, ensure your assets go where you intend—without the drama. Let’s make sure your legacy is one your family will thank you for.

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You Built the Business—Now Let’s Protect What You’ve Built
Growing an idea into a business is no small feat. Managing a team, keeping up cash flow, and still finding time to plan? That’s a full-time job on its own. We help small business owners like you, Retain top talent with smart benefit strategies, build financial security for both owners and employees, and prepare for a smooth exit when you're ready to step back. If your business is your life’s work, let’s make sure it works for your future, too.

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You can delay a vacation, skip the summer home, maybe even push back retirement—but you can’t stop your kids from turning 18. When it comes to college planning, the clock is ticking fast.  The good news? There are smart ways to prepare—some you probably haven’t considered. Believe it or not, grandparents might be the secret weapon in helping your kids qualify for more financial aid and saving the family thousands in taxes. Let’s talk now—before deadlines and tuition bills start stacking up. A little planning today could make a big difference tomorrow.

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Retirement Doesn’t Plan Itself—But We Do
Whether you’re fresh out of college, 10 years away, or just days from retiring, the right moves now can make all the difference later. From choosing the right accounts and investments to maximizing your benefits and minimizing taxes, we’ll help you create a plan that turns your hard work into lasting confidence. Let’s map out your next steps—because retirement isn’t just a finish line, it’s a launchpad.
Make investing simple pdf and retirement checklist readiness questionnaire

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You wouldn’t hand over 37% of your IRA to the government… at least not on purpose, right?
Yet that’s exactly what many retirees do when withdrawing from traditional retirement accounts under today’s top federal tax rate of 37%. As of April 2025, the U.S. national debt is over $36 trillion — that's $108,000+ per citizen. And with debt limits tightening, where do you think the government will look next for revenue? It’s not what you earn — it’s what you keep that matters. Smart, tax-efficient planning now could mean keeping thousands more in your pocket later. Let’s talk about how to protect your retirement savings from future tax hikes.

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