For business’s, we specialize in Pension and Tax Consulting. Our specialty is the design and implementation of customized retirement plans and pensions. For existing clients, we look at various setups and structures to see which path would best serve to meet the specific goals for the business owner. We also provide and manage the fund line-ups for 401k administrators and sponsors, as well as provide third party consulting to sponsors that already have plans in place. We do in depth analysis on existing plans to check them for efficiency both in the setup and investments, as well as the strategy and goals behind why they were setup to begin with. Because of our belief in open architecture, we are able to truly meet the unique and different needs of each client.
Who We Are
Brilliant Financial Strategies is a financial planning firm that is dedicated to representing and guiding clients to help reach their full financial potential. Our number one concern is our clients growth and transformation through our financial and tax planning process. See why people are turning to Brilliant Financial for a planning process that addresses your financial life from all angles. Our team has a combined experience of over 40 years in the financial and tax arena with highly trained in-house staff dedicated specifically to our clients.