Be the hero of your
own financial story.
We’ll be your sidekick.
Full Wealth Management & Investment Advisory Services
• Strategic Tax planning / CPA services
• Comprehensive Wealth Management
• Investment Management
• Life Insurance
• Home | Auto Insurance
• Social security planning
• Business owner services
• Strategic Tax planning / CPA services • Comprehensive Wealth Management • Investment Management • Life Insurance • Home | Auto Insurance • Social security planning • Business owner services
Financial Advising
Plan for Your Future
Insurance
Protect Your Assets
Living without Financial Fear
There’s no such thing as “too soon” or “too late” to get your money in order.
Too many adults avoid financial conversations because they…
Feel hopeless
Think they already have a plan
Don’t have time to think about it
Are relying on their employer benefits
Have enough to get by
Don’t know where to start
Are living paycheck to paycheck
Think they’re too late to the game
Are embarrassed
Get overwhelmed
What if we told you it doesn’t matter how young or old you are, how much money you have in the bank, or what your credit score is? We can help lift the weight of financial fear off your shoulders.
Who is Brett Reid?
We help regular people defeat financial foes and become heroes of their own success story.
Tim Underwood and Chris Wadington are the faces behind Brett Reid Insurance, Financial Planning, and Wealth management. Their passion for helping people find true freedom and clarity in their finances led them to create a company that helps organize and protect all their assets in one place.
Money can be a tricky topic. Tim and Chris have developed systems that aim to simplify finances by giving you one trustworthy place to handle your asset decisions, plan for your future with financial planning, and protecting it all with affordable insurance tailored to your needs.
Finances don’t have to be scary. Tim, Chris, and the Brett Reid Team can prove it!
Owning Your Financial Success with Brett Reid
Organize finances in one place.
If it feels like there are too many voices telling you what to do with your money, there probably are. Organizing it all in one place brings stability and peace of mind.
Tell us your unique story.
Everyone has a journey to share! It doesn’t matter if you’re swimming in debt or have millions filed away in the bank, we want to hear about your concerns, goals, and dreams for the future.
Only work with people you trust.
At Brett Reid, we become your friend in finance. We get to know you, your family, and what’s important to you. When you pick up the phone, you always know who will answer. We truly become your sidekick!
Craft a plan that works for you.
There is no one-size-fits-all solution when it comes to finances. Work with us to make a plan that accounts for your past financial decisions, current situation, and vision for the future.
Make decisions with confidence.
We always show you all of our work! Presenting you with all of the information and options at your disposal is part of our job. That way, you can be in control of the final decision without having to do the legwork.
Grow your wealth over time.
Achieving financial success and security is a longterm game. We help you make smart financial decisions year after year so that you never miss an opportunity to grow your wealth.
Get 40% off Quicken Online
Brett Reid is a partner affiliate with Quicken, offering our customers an exclusive 40% off!!!
Get 30% off QuickBooks Online and QuickBooks Payroll
Brett Reid is a partner affiliate with QuickBooks, offering our customers an exclusive 30% for the first 6 months of your subscription.
Get Your FREE Book Mailed to Your Door
Your sidekick has your back in financial education!
Contact us
If you have any questions about Wealth Management, financial advising, or Insurance, please get in touch.
We’d love to have a no-pressure conversation.