Our Services
Are you ready to retire or hand over the reins of your business to a new generation of leaders? Maybe you’d prefer to keep your business, yet find a way to reclaim your personal life? No matter what you desire, Brent Dees Financial Planning can help you turn your ambitions into reality.
We take our role as your financial advisor seriously, and our professional guidance can help you make suitable financial decisions, both from a personal and business perspective. Using our time-tested approach that combines personal guidance with financial planning techniques, we can help you develop the right written plan for your future and the future of your business.
As your business planning partner, we are knowledgeable in several areas including:
– Goal planning and achievement
– Pension fund management
– Key person retention
– Succession planning
– Selling/divesting your business
– Facilitating business growth
You can pursue your interests on your own terms and in your own time. To learn more about what can be done when business becomes personal, visit our Begin with the End and Take the Leap pages.
Brent Dees Financial Planning 
6135 Park South Drive, Suite 510 | Charlotte, North Carolina 28210 | P: 704-814-0879 | F: 704-945-7101 | Contact
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Brent Dees Financial Planning and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Brent Dees Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.