What We Do
Brent Dees Financial Planning is an independent firm specializing in helping business owners reach their financial goals. You need professional advice and guidance to develop the right plan for your future and the future of your business. Together, we can start a rewarding relationship built for long-term success.
What’s Holding You Back?
In order to move forward, you must first identify what is holding you back. We can help you solve the here and now by determining your biggest challenge in owning a business.
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If Opportunity Knocks, Do You Answer?
Opportunity comes in many different shapes and sizes. As a business owner or entrepreneur, the key is to recognize the right opportunities, and seize them.
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Brent Dees Financial Planning 
6135 Park South Drive, Suite 510 | Charlotte, North Carolina 28210 | P: 704-814-0879 | F: 704-945-7101 | Contact
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Brent Dees Financial Planning and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of NC and SC. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Brent Dees Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.