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Our Process

Our process begins the moment you engage us. From the start we focus on learning everything we can about your unique situation. Our approach is high-touch and proactive so that we are able provide the customized solutions your needs require.  In addition, because we're backed by the vast resources of TD AMERITRADE, we offer you viewpoints grounded in a global perspective.

At the Mawby Brigeman group, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. We combine our investment philosophy and experience with state-of-the-art tools in order to provide our clients with financial plans that meet their needs.

Some of our other products and services we may recommend for you include:

  • Cost-efficient investment solutions
  • Holistic retirement & financial planning
  • Cash management & budgeting
  • Tax planning
  • 401(k) & pension consulting
  • Long-term wealth planning
  • Securities-based lending
  • Trust & Estate planning
  • Wealth protection
  • Insurance reviews
  • Debt management strategies
  • Wealth management
  • Tax-efficient income distribution
  • Education funding strategies

We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.

Situation

Solution

You need some hands-on guidance on which investment strategies are right for you.Investment Management
Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.  LEARN MORE
You’re in the middle of your career, just started a family and have assets all over the place that need some organization. Financial Planning
Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past. LEARN MORE
You’ve recently started your own business and want to make sure you’re staying ahead of any future tax liabilities. Tax Strategies
Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks. LEARN MORE