Brett Tushingham, CFP<sup>&reg;</sup> - Financial Advisor

Brett Tushingham, CFP®

Senior Vice President, Wealth Advisor

Farther Finance

1515 RIVERVIEW TER
Wilmington, NC 28401-6584
FINANCIAL ADVISOR'S WEBSITE
(910) 310-5599 CONNECT WITH Brett
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General

Brett Tushingham is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Farther Finance in Wilmington, NC and the surrounding communities.

Financial Advisor Overview

Our focus is on helping you develop a tax-smart retirement plan by following three steps. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide in helping you navigate those changes with greater clarity and confidence. To help determine what value we can add and if we’re a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.

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Financial Advisor Experience

Hi! My name is Brett Tushingham. I'm a Certified Financial Planner™ (CFP) and wealth advisor at Farther Finance Advisors. I've been providing retirement planning advice for over twenty years and specialize in helping families answer questions such as "Do I have enough assets to retire?" "How do I invest more wisely?" And "How do I minimize my taxes? My ultimate goal is to help you make smarter financial decisions, obtain better outcomes, and live your ideal retirement. We provide value in three ways. We will first develop a financial plan based on your objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and invest in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate account liquidation, so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, and when they do, we will serve as a guide to help you navigate those changes with greater clarity and confidence. We offer a free retirement review to help determine what value we can add and whether we’re a good long-term fit. Please contact us to experience the difference. When I am not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC, with my wife, Kim and my two boys, Reece and Ryder. We support the Make-A-Wish and the F3 Foundation—I can’t think of better causes —and try to get on our boat every chance we get. Specialties: • Retirement Planning • Wealth Management • Tax Planning • Social Security Optimization • Financial Planning • Estate Planning Phone - 910 310 5599 Email - [email protected] Website - www.farther.com/advisor/brett-tushingham Location - Wilmington, NC Advisory services are provided by Farther Finance Advisors LLC, an SEC-registered investment advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources