Knowledge.

Honesty.

Care.

Brevity & Associates is an independent firm that assists businesses and individuals with sourcing the best financial tools for their needs.

Clients

We work as an advocate during the underwriting process, and work with our carriers to present your case in the best possible light by providing value in a streamlined process.

Business Partners

Our specialty is policy review and advanced case design. We can help with wealth preservation, transfer strategies, estate planning, executive benefits, and business continuity.

Business Philosophy

Brevity & Associates is founded and operated by managing partners, Brian Marshburn and Justin Stainback. Together, the two bring a wealth of knowledge in all facets of financial management to provide you with the best solutions with exemplary service. They have the ability to assess your entire portfolio and offer recommendations to augment your existing products. They are happy to work with your other professional advisors to create the best portfolio for your scenario. If you would like to learn more about the team, please click below.

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Recent News

  • “Morality, like art, means drawing a line somewhere”

    POSTED: July 11, 2017

    It’s December 31st.  You’ve had an ok year.  You are about 3% short of where you need to be for the year.  The higher ups raised your performance goals 10% compared to last year.  They never lower them. Pressure is on.  Stakes are high.  You have a mortgage to pay and a family to feed. Read More

  • Anal Fishers

    POSTED: June 28, 2017

    Do you have Anal Fishers?  You know, as friends? I know some people who spend their time worrying about the weather and the moon phases.  They think (and talk) about wind direction and water levels and water clarity.  They organize their tackle boxes by color, weight, diving depth, brand, or whatever else.  Their rods and Read More

  • Anchoring Away: How Much Should You Pay For Something?

    POSTED: June 18, 2017

    How do you know how much you should pay for something? How do you know what’s a deal and what’s a ripoff? You need some sort of reference point…a cue to help you evaluate. The anchoring effect is a cognitive bias that influences you to rely too heavily on the first piece of information you Read More

  • How Many Light Bulbs Does it Take to Screw (In) the Client?

    POSTED: May 12, 2017

    Here is the good news.  Your bankers, money managers, attorneys, insurance agents, fee based planners and CPA’s and other financial experts probably know more than you do.  This means that they can help you solve problems that would have been tough to solve on your own. Here is the bad news.  You have to find Read More

Brevity & Associates

Brevity & Associates