The Brick Street Story
I recently was challenged to think about why I became a financial advisor and why I felt so called to help farming families in our area. I want to take you back to when I was in grade school and I wanted my mom to buy me a new pair of basketball shoes. The shoes were $100, which was super expensive in 1995! My parents made a living as grain and cattle farmers. Corn was $2.00/bushel at that time and my mom factually stated that Dad would have to sell 50 bushels of corn to pay for my new basketball shoes. As a little girl, that was super eye-opening to me. My dad had to work so hard to raise that much grain and I didn’t want to waste it on a new pair of shoes!
Now as an adult, managing my business, helping manage our family farm business, AND trying to orchestrate the lives of a family of 6…I can appreciate what my parents went through running a small business. Like all business owners, my parents had to make dozens of financial decisions every day. My focus is to provide clarity and simplistic advice to clients who don’t have a ton of extra time to worry about insurance, investments, and retirement planning because they are busy running their businesses and making a living doing what they love.
My team and I get to know you, make you feel comfortable asking as many questions as you need to, and together craft a plan using our 4 phase planning process that will protect and preserve your legacy.
We make sure that you are relaxed, understand what products you have, are confident in your plan for protecting your family and assets, and understand that there is a path to retirement that can provide you the ability to sleep easy at night knowing you know exactly where your income is coming from, and help you not pay too much in taxes to Uncle Sam. As we do this for you, you will have the time to focus on what matters most to you. Your family, your farm, your business, your church, and your community.
~ Lydia ~
The Brick Street Way
We designed a detailed system, especially for farm families like you. We know that your boots take you to so many places…from the brick main streets in small town, USA to church on Sunday mornings, and then all the way back to your cattle feedlots in the Great Plains. You have a lot on your plate feeding the world and caring for what matters most to you…your family, farm, and community. Our vision is to be a partner in your business. I take complicated topics like planning for retirement, life insurance, and investing, and break them down easily. Instead of putting off these decisions again, our 4-Step process enables you to make educated decisions and get this part of your life done to move on to the next place your boots take you.
Everyone's destination is different but our four-step process remains the same.
Assess where you are on your financial path
Connection – Make You feel comfortable and get to you
know, your family, and your business
Discover potential roadblocks along your journey
Clarity – We’ll identify and quantify risks and opportunities
Create a map for the future to meet your goals
Confidence – Prioritizing your values and setting goals to get
there so you have ultimate faith on your path
Enjoy the process and celebrate along the journey
Contentment – Together we will identify action items to solidify
your path and set a cadence of reviewing your path every year
Life changes and your road may take turns you didn't expect, that's why at Brick Street Financial we are here with you on your journey. Like an old pair of cowboy boots, we are a reliable partner that can get you where you are going. If you don’t know where you are going, that’s ok too, as that’s something you can discover on this journey. Schedule an initial no-pressure consult today.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
