Brett F. Anderson
Fiduciary Wealth Advisor
CFP® | CIMA® | CAIA® | M.S. Econ
Let's discuss how I can
help you meet your goals.
Schedule Your 30-Minute
Complimentary Phone Conversation.
Call, Text or Email Me.
Mission:
To simplify the complexities of wealth management with a human-first, gimmick-free approach. I am dedicated to serving as a true fiduciary, ensuring every strategy is built solely to protect your long-term goals and future.
Services
- Holistic Financial Planning: I’ll help you create an actual plan, not just tell you about products.
- Retirement and Investment Planning: Detailed strategies to help you make an OPTIMIZED decision while considering all factors.
- Cash Flow and Income Planning: Structure for how you fund your life including retirement income, spending systems, and multi-source cash flow design.
- Behavioral Coaching: Coordinated guidance across your entire Portfolio
Think about your answers to these questions.....
- When you think about financial success, what matters most to you?
A) Growing my wealth and staying ahead of the market
B) Feeling confident, aligned, and at peace with my financial choices
C) Avoiding mistakes and protecting what I’ve built
D) I’m not sure yet and would like to explore this with someone
Note: Each choice reflects a different perspective on financial priorities. There are no “wrong” answers — your response helps guide how we approach planning together.
- How involved do you want to be in the planning process?
A) I want a trusted partner to guide me through decisions
B) I prefer to delegate most of it and focus on outcomes
C) I like to make my own decisions and use guidance as a check
D) I’m not sure yet and would like to explore what feels right
Note: Your response shows how flexible or thoughtful you are about adapting plans. There’s no “right” answer — just insight into how to work best together.
- If a comprehensive plan suggested a different path than you expected, how would you respond?
A) I’d be open to adjusting — that’s the point of planning
B) I might adjust, especially if it feels aligned with my instincts
C) I’d prefer to stick to my original approach unless convinced otherwise
D) I’d want to review and discuss it further
Note: Your response shows how flexible or thoughtful you are about adapting plans. There’s no “right” answer — just insight into how to work best together.
Then, let's talk!
The Latest From the Blog
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Roth Conversions; A BETR Way – Part 4 of 4
“If the future tax rate is higher than a calculated BETR, a conversion is generally considered financially sound.“ – Vanguard Group In my previous post, Roth Conversions; No Guarantees, Part 3 of 4, we discussed some of the risk factors that could potentially reduce or completely negate the benefit of front-loading taxes via the Roth conversion process. Because the benefit of a conversion does not occur immediately but instead accrues over time, often taking 20…
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Roth Conversions; No Guarantees – Part 3 of 4
“Uncertainty is the only certainty there is and knowing how to live with insecurity is the only security.” – John Allen Paulos Uncertain outcomes have always existed and always will. We live in a world defined by uncertainty and decision risk, and the goal of sound planning is not to eliminate it, but to take deliberate, strategic steps that reduce unfavorable risks and increase the probability of achieving the outcomes we want. Given that…
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Roth Conversions; the Economic Hurdle – Part 2 of 4
“The social responsibility of business is to increase its profits.” – Milton Friedman Just about every business has two objectives: first survival, then growth, achieved through the optimal and effective deployment of both current and future resources. When viewed through this lens, the same principle applies to your personal financial life. You are, in effect, running a personal enterprise. Its objective should be to maximize marginal utility, or happiness, through the most disciplined and…
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Roth Conversions; No Free Lunch – Part 1 of 4
“A BETR analysis, however, offers a more complete way to think about the issue” – Vanguard Group There is no more enjoyable dinner in my household than a meal that involves steak. My 12-year-old and I prefer ours medium rare, while my wife and 16-year-old choose whatever comes after well done. Irrespective of our idiosyncratic tastes in how a steak should be cooked, I assume we are not alone. This may explain why annuity…
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Volatility isn’t Chaos
Past performance is no guarantee of future returns; this is NOT investment advice and is meant to be educational in nature. “The market is always trying to price in events and earnings expectations roughly 3 to 30 months in advance, often looking past current, and backward-looking data.” – Ken Fisher Stock prices are uncertain future cashflows in disguise.… Have you ever stopped to think about what a stock’s price per share actually represents?…
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Who Is Fountainhead Wealth Planning?
Past performance is no guarantee of future returns; this is NOT investment advice and is meant to be educational in nature. “People don’t care what you know, until they know that you care.” ’95 – Joe F. Anderson “trustworthy” is the name of the game… Financial planning begins with trust, not tactics. Before numbers, models, or strategies matter, clients must know their advisor is acting with intention, empathy, and independence. Care is the…