How will you communicate with me if I become a client?

At Brogan Financial, we believe active communication is critical to a successful advisory/client relationship. In working with new clients, we go through a multi-step process to identify your goals and desires, and create a plan to help you achieve them. We then have periodic reviews for our advisory clients, and we are available whenever needs develop between your scheduled reviews. As your financial quarterback, we want to be your go-to for all things financial.