I'm Nick Davis, a Certified Financial Planner ® and Brindle & Bay Wealth Management founder. We help people plan to retire with calmness & clarity.

Our goal is to empower our clients to make confident financial decisions through education and researchbased planning. We specialize in Income Distribution Planning, Investment Planning, Tax Optimization, Healthcare Planning, Social Security, Legacy Planning, and more.

All content is not to be received as advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
Brindle & Bay Financial Advisors LLC is an RIA (Registered Investment Advisor) in Texas.

Any references to client experiences made in this video may be deemed to be indirect testimonials. Clients were not compensated for providing any testimonial statements.

Any references to client experiences are for illustrative purposes only. Actual client experiences will vary.