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As a financial advisor, Brett is dedicated to helping his clients achieve long-term financial security through effective risk management strategies. Brett is a Chartered Life Underwriter, with expertise in successfully navigating complex financial risks and providing clients with the knowledge and foresight to make informed decisions that align with their goals. He believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.
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Brett’s Bio
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Preserve, Protect, and Perpetuate your Wealth
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Summer Hours
To give our staff time to spend with their families this summer, we will close every other Friday at 1 pm. Thank You for your patience and understanding. Happy Summer!
May 24ᵗʰ – August 30ᵗʰ
Fridays Off at 1pm:
May 24
June 7
June 21
July 5
July 19
August 2
August 16
August 30
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Summer Hours
Strategies / Services
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Prevail
The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.
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