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

  • 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

  • What do Bill Lumbergh and Warren Buffett have in common?

    POSTED: April 17, 2017

    I have always thought of fictional Bill Lumbergh as a middle management puppet.  As I reexamine I see him more as a Warren Buffett disciple.  Lumbergh was smart enough to bring in a pair of consultants to analyze his company, Initech.  As part of his introduction of the consultants(the Bobs) to his employees a banner Read More

  • The Improbability of Practicality

    POSTED: February 14, 2017

    I want to have a round table exchange with those few of you all who run across my internet leavings.  Since I was a kid, I’ve had a contempt for things that seemed impractical and irrational.  I’ve also desired to know why these things that seemed idiotic to me were in practice.  I asked often, Read More

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