Claim Your FREE Retirement Planning Course from a CERTIFIED FINANCIAL PLANNER™ Professional!
Hello!
We are so happy to hear that you are interested in creating a successful retirement plan. Sign up below to access the free retirement planning video blueprint with Brandon Steele, CFP®, ChFC®.
In this video blueprint, Mainsail Financial Group’s Brandon Steele will guide you through the steps and considerations you need to make as you create a thoughtful financial plan.
With actionable strategies and easy-to-understand advice, sign up below to get started today!
Sign up to Receive the Retirement Planning Video Blueprint:
About the Retirement Planning Video Blueprint
Inspired by his upbringing in a middle-class family where they struggled to reach financial freedom, Brandon works with clients to empower them to take control of their finances and plan for a retirement by design.
Now Brandon is bringing many of his strategies to the Retirement Planning Video Blueprint with straightforward, easy-to-understand advice! Brandon will guide you through the steps and considerations you need to make as you create a thoughtful financial plan.
With actionable strategies and easy-to-understand advice, sign up above to receive your copy of the video blueprint from Brandon and the Mainsail Financial Group team.
After watching this video blueprint, you’ll be ready to:
Identify your financial goals
Understand your expenses and needs vs. wants
Have an inventory of your accounts
Better understand how to put together a plan for taxes
Know you savings and/or distribution rates
Plan your next steps for wills, beneficiaries, and estate documents
About Brandon Steele CFP®, ChFC®
Brandon Steele, CFP®, ChFC® is a financial planner, CEO, and co-founder of Mainsail Financial Group located in Bellevue, Washington. Since graduating from Washington State University, Brandon has spent the last decade working to help educate and prepare families for retirement. In 2021, Brandon wrote his first book, Retire by Design, where he shares thoughtful strategies to help readers design a purposeful retirement plan. Additionally, Brandon has been featured in Forbes, Business Insider, and Puget Sound Business Journal, among others. In his free time, Brandon is an avid golfer and enjoys spending time with his dog, Sophie.
Who We Are
As a team, we strongly believe in goal-based planning. We know that proper planning is an ongoing process and a relationship driven activity, and that as the winds of life shift, a proactive approach is needed to maintain the correct heading. We take pride in building a long-lasting relationship that evolves into a dual role of financial steward, and trusted financial advisor for you, your family, and your legacy.
Our focus is working with individuals, families, and businesses who have questions or concerns about their current financial picture, long-term security, future lifestyle, and legacy planning. By taking a comprehensive and detailed approach, we work with you to develop a sound and realistic financial plan that can give you clarity and can help reduce uncertainty as the path to achieving your financial goals become more well-defined.
As featured in….
Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.