Wilmington, NC
Brett Tushingham
Hi 👋🏼 I’m Brett. I’m a financial advisor based in Wilmington, North Carolina, with more than 20 years of experience helping families prepare for retirement and make informed decisions about their financial futures.
My work focuses on retirement planning, tax planning, lifetime income strategies, Social Security, and estate considerations. I take a proactive approach, looking ahead for planning opportunities and coordinating with clients’ CPAs and other trusted professionals so the different parts of their financial lives work together.
I take a proactive approach to retirement and tax planning, staying ahead of changes in my clients’ lives and coordinating with their other trusted professionals to keep their financial plan working together.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible, ensuring the security and preservation of a client's legacy for future generations.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Brett
Brett Tushingham has spent more than 20 years in wealth management, helping families plan for retirement and navigate the financial decisions that come with this stage of life. He began his career on Wall Street, where he gained experience in the financial industry before deciding he wanted to work more directly with families and their financial goals.
That shift led Brett to financial advising. Since 2014, he has owned and operated a wealth management practice focused on retirement and tax planning for families nearing retirement. His work commonly addresses questions around retirement income, Social Security, taxes, and estate considerations.
Brett is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA in Finance from Pace University. Based in Wilmington, North Carolina, he works with clients nationwide.
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How did you become a financial advisor?
I started my career on Wall Street, but over time I realized I wanted to work more directly with people and their financial lives. I’ve always enjoyed solving problems and improving outcomes for people, and financial advising gave me the chance to do that with families planning for their futures. More than 20 years later, that's what I still value about this work.
What types of clients do you work with?
I primarily work with families nearing retirement who want a clear plan for the years ahead. Many are thinking about how to reduce their tax burden, create a lifetime income strategy, make informed Social Security decisions, and preserve the investments they have spent years building. They often want someone who will proactively manage the different pieces of their financial lives so they can spend more of their time enjoying what they have worked toward.
What areas of expertise do you have?
My work centers on retirement planning, tax minimization, income planning, Social Security planning, and estate planning. These areas are closely connected, particularly as clients approach retirement, so I look at how decisions in one area may affect the others.
What kinds of strategies do you help clients with?
I help clients work through questions such as when to begin Social Security, how to approach taxes throughout retirement, and how to create a lifetime income strategy. The goal is to bring these decisions together within a coordinated plan rather than treating each one separately.
What is your favorite part of working with clients?
Few professions allow you to have such a direct, positive impact on people’s lives. I especially enjoy guiding clients through significant transitions, including the move into retirement, and helping them work through the financial decisions that come with those changes.
What is it like partnering with Savvy?
What I value about working with Savvy is the time it gives me to focus on client relationships and planning. I can concentrate on taking a proactive approach to retirement and tax planning, identifying issues that may need attention, and being fully present in conversations with my clients.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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