Strategic planning for the prudent investor.

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Focus

Granada serves only those nearing (or already enjoying) retirement.

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Brendan has over 19 years of experience catering to the needs of retirees, a natural niche for an advisor specializing in tax-efficient strategies.

Uniquely Qualified

The right mix of alphabet soup and experience

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Brendan’s credentials are largely a bi-product of his commitment to continuous learning. Brendan is a Certified Financial Analyst, CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and holds the Enrolled Agent designation, the highest credential awarded by the IRS.

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Sensible Fee

A flat annual fee commensurate with the work performed

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Clients new to Granada pay a service retainer of $7,500 per year. It’s transparent and it’s fair. It is also perfectly compatible with the role as a trusted, impartial advisor.

Brendan Willmann, CFA, CFP®, CPA, Enrolled Agent
513.549.2736