The Broughton Investment Group

At The Broughton Investment Group, we believe that transparency, clarity, and openness are essential to our clients. We believe that client education is paramount and essential to a successful partnership. Together, we explore a realistic process in achieving a successful financial plan.  

We provide comprehensive financial planning services to those we serve. Part of our team’s approach is employing the six-pillars of financial planning, which includes cash flow analysis, risk management, investment planning, tax planning, retirement planning and estate planning. In simple terms, before making any recommendations, we look at a client’s financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances, and ultimate financial goals.