Strategic Relationships

Cambridge Investment Research, Inc.

Brent Dees Financial Planning has partnered with Cambridge Investment Research, Inc. (Cambridge). As a leading independent broker-dealer, Cambridge allows us to offer unbiased recommendations and impartial guidance as well as the freedom to structure our business in a manner that best serves our clients. Together, Brent Dees Financial Planning and Cambridge focus on a common priority – you.

Cambridge believes in the entrepreneurial spirit of the financial professional. Instead of asking us to fit into a mold of how it thinks we should do business, Cambridge empowers us with a vast menu of compliance-friendly programs, products, and services. This enables us to customize strategies designed to meet your one-of-a-kind financial needs.

Cambridge is owned entirely by its management and financial professionals. Its executive leadership has spent more than 20 years building a legal structure, business plan, and a management team with the goal of remaining privately owned.

Click here for more information about Cambridge and their history of independence.

Loring Ward Total Retirement

Loring Ward Total Retirement provides an innovative, cost-effective retirement platform that empowers plan participants. Grounded in financial science and real-world results, Total Retirement is dedicated to the simple proposition that everyone deserves a better retirement plan.

With Loring Ward, Brent Dees Financial Planning is able to provide independent, objective advice to the plan sponsor and trustees as well as investment and retirement planning education to participants. We can service almost any type of retirement plan, including 401(k), safe harbor, profit sharing, 457(b), and pension plans.

Loring Ward Total Retirement is a division of Loring Ward, a leader since 1990 in providing fiduciary advisors and their clients with disciplined retirement plan solutions. Visit www.totalretirement.com for more information.

Focus Four Ltd.

Focus Four is an executive training program that takes successful business owners and entrepreneurs and gives them the processes and tools necessary to develop a strategic plan for life. The end results are participants who are able to focus their time, energy, and creativity on creating new growth opportunities for their business while avoiding the distractions of daily details and administration.

Program participants meet for eight to 10 hours each quarter over the span of three years. The group collaborates to work on understanding their business, proper goal setting, clarification of goals, and developing a 90-day strategic plan. At the end of each quarter, the group reassembles to review their progress, learn new tools and processes, and develop new habits for success.

For more information, visit Focus Four.

Through our relationship with Advisor Affiliates, Inc., we have access to a core group of insurance carriers that offer excellent products and outstanding service. Visit their website here.