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

  • The System is Broken – Can it be Fixed?

    POSTED: May 22, 2015

    I’m impatient.  Not quite Frank Shirley impatient but, not far off.  Shirley, the old curmudgeon CEO from Christmas vacation asks his assistant to “Get me somebody. Anybody. And, get me somebody while I’m waiting.”  http://www.hark.com/clips/rzccjdmxrs-and-get-me-somebody-while-im-waiting I want things done in the quickest, most efficient, and best way possible.  Every time.  When I see areas that can be improved Read More

  • Excellence in Business – Jennifer Coleman

    POSTED: May 18, 2015

    In previous posts, we have discussed examples of folks not producing quality work in our industry.  It could be in their lack of communication, their resistance to change, not properly reviewing a client’s insurance policy, not bringing in experts in other fields to better assist with the client relationship etc.  Much of this was to bring to Read More

  • The Help (Case Managers)…. Kind, Smart, and Important.

    POSTED: May 14, 2015

    They is kind, they is smart, and they is important.  I do not mean to degrade their work in the least.  I happen to have who I consider to be the best case manager in the business.  I have been working with her for over 10 years and she makes my life better. She is Read More

  • Developing and Maintaining Partnerships

    POSTED: May 8, 2015

    Folks, we can’t do it all… But we know the kind of excellence our clients deserve. As a financial professional, it is important that you do not abandon your clients to the waiting wolves when your job is complete.  If you consider the wellbeing of your friends and clients, the responsibility is upon you to Read More

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Brevity & Associates

Brevity & Associates