Trusts and Estates

• Estate Planning
  Brant joined Thompson Davis & Co. in 2013 as an Equity Trader, responsible for performing executions for institutional clients, hedge fund and existing customers. He now serves as Financial Advisor and has earned the professional designation of a CERTIFIED FINANCIAL PLANNER™ (CFP®). In these roles, Brant works with clients to develop solutions in the areas of investments, retirement planning, insurance, estate planning, and income tax evaluation.

Finance Law

• Tax Law
  Continuously Educate Yourself: Financial literacy is crucial for making informed financial decisions. Continuously educate yourself about personal finance concepts, investment strategies, and tax planning to make wise financial choices. Stay up to date with financial news, read books or articles, attend workshops, or seek guidance from financial professionals. The more knowledgeable you are about your finances, the better equipped you'll be to make smart money moves.