B R Capital Inc.

Wealth is a journey.

Whether your needs are for an individual or family financial plan, estate or retirement planning services, or you are looking for help in business planning, BR Capital puts its experience to work for you.

Once we learn your tolerance for risk, we select appropriate asset classes and suitable investments that will increase net worth, minimize taxes, provide consistent returns, and preserve purchasing power.

When you join with BR Capital, you can…

Read More >

Wealth is a journey.

Whether your needs are for an individual or family financial plan, estate or retirement planning services, or you are looking for help in business planning, BR Capital puts its experience to work for you.

Once we learn your tolerance for risk, we select appropriate asset classes and suitable investments that will increase net worth, minimize taxes, provide consistent returns, and preserve purchasing power.

When you join with BR Capital, you can be assured that we will work with you on an ongoing basis to provide meaningful rewards through prudent investments.

Our experience is your asset.

Communication is the foundation of your relationship with BR Capital. Together as a team, we will determine your needs and design a plan to achieve your financial goals.

The personal service that you demand in financial planning and investment management is the top priority at BR Capital.

All journeys begin with planning. We start by understanding your current situation, by discussing your needs and time horizon, and by helping you dream about where your journey could take you. Together we will create financial plans to pursue your goals - whether it is travel, improving your lifestyle, retirement, college for your children or grandchildren, or leaving a legacy.

Implementation is the next step in financial planning. We will interpret the market signs along the way.

You can expect us to provide thoughtful, carefully researched decisions, and to keep your best interests in mind. We use a similar approach in selecting the service providers we use to help meet your financial objectives. Providers selected include Fidelity Institutional Wealth Services.

BR Mortgage was founded in 2004 with the idea that managing what you owe is just as important as managing the investments you own. In 2010, BR Mortgage became a branch of MLS Funding. Through MLS Funding (WA MB 196070, OR ML-4940), we offer a wide range of real estate lending programs including:

Residential real estate lending

Reverse mortgages

Corporate services
•ERISA Qualified and
•Non-qualified compensation plans
•Employee stock ownership plans
Financial planning
•Retirement planning
•Family financial planning
•Business financial planning
•College planning
•Estate planning
•Stock option analysis
Investments
•Corporate bonds
•Municipal bonds for tax-free income
•Mutual funds
•Stocks
Life insurance products
•Fixed and variable annuities
•Term, whole life, and variable life insurance
Portfolio management
•Portfolio analysis
•Fee based investment management
•Managed mutual fund portfolios
•Discretionary investment management
Real estate related
•1031 exchange funds
•Trustees that will hold real estate in IRAs and qualified plans.
•Individual K plans for Realtors

BR Capital, Inc. is a registered investment advisory firm. Categories:   Real Estate Loans | Investment Services | Financial Planners

< Read Less