Brittison Financial Group is a trusted financial advisory firm based in Saint Joseph, MI, specializing in retirement planning and wealth management. With a team of experienced advisors, they offer comprehensive services including income planning, tax planning, investment planning, legacy planning, and health care planning, all tailored to individual needs and goals. Their commitment to transparent communication and long-term relationships ensures that clients receive personalized strategies for financial success in retirement.
Founded in 2003 by Philip Ellis, a fiduciary investment advisor with extensive experience in retirement planning, Brittison Financial Group takes a collaborative approach to understand each client's unique circumstances and financial strengths. They provide holistic retirement strategies that incorporate Social Security and tax planning, as well as income sources, aiming to inspire confidence and provide peace of mind. With a focus on empowering clients and helping them achieve their long-term goals, Brittison Financial Group is dedicated to making the transition to retirement as smooth as possible.
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