Bracket Financial Planning is a Canadian financial planning firm.
“No. Bracket Financial Planning is advice-only, which means it sells advice and does not sell or manage products at all. Your accounts stay where they are, with whoever holds them. The plan tells you what to do; you or your existing institution carry it out.”
“No. Insurance is reviewed as part of the plan - what the plan says your estate or your family would actually need - and you get unbiased advice on it without being pressured to buy. No products are sold and no commissions are earned.”
“Yes. Tax and estate work only holds together if the people doing it are coordinated, so the plan is built to be shared with them. Ongoing planning includes coordination with your accountant or lawyer through the year rather than only at year end.”
“Yes. Kenneth Doll acts as an expert witness and litigation analyst for the legal community, covering disability and personal injury income loss, divorce and property division, estate calculations, and retirement funding and lifelong income planning.”
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