Meet Brooklynn Chandler Willy
Brooklynn founded Texas Financial Advisory in January 2008 with only $6,000 in savings, a hope, and a prayer. Her vision was to create a boutique tax, investment, and estate advisory firm that would cater to the needs and goals of savers. In retrospect - starting a business, let alone an investment advisory firm, in 2008, the year of the most devastating stock market crash in US history, could have been seen as a misfortune. However, Brooklynn saw it as an opportunity to develop a philosophy of conservatism and respect for hard- earned nest eggs.
Brooklynn holds a Texas Insurance license and has passed the Series 65 securities examination. She graduated from Baylor University with a bachelor’s degree in business administration and political science, with a minor in Spanish. She then went on to earn her Juris Doctor from St. Mary’s School of Law. Brooklynn’s experience and expertise have helped her to build a successful business that has served clients throughout Texas for over 14 years. She is committed to helping her clients achieve their financial goals and providing them peace of mind that comes from knowing that their hard-earned money is in good hands.
Brooklynn has been featured on KSAT 12, WOAI 4 and KENS 5 and is quoted in Forbes and Texas Monthly.
In this episode, you’ll learn:
Selling a home within an estate can be daunting, with challenges that consume time and money. Today, I’m joined by Brooklynn Chandler Willy, a finance advisory expert, to discuss common mistakes made by first-time sellers and experienced ones alike, including complex pitfalls to avoid when dealing with wills, inheritance and estates.
- The differences between a will and a trust and how to set both up for success.
- What to include in a will to ensure your inheritance goes exactly where you want it.
- Mistakes people make when selling property as part of an estate**.**
Navigating the complexities of laws, taxes, and fees, dealing with inheritance and the sale of estates can be an arduous task, particularly when compounded by the emotional toll of the grieving process. Join us to discover the expensive pitfalls that many individuals encounter in relation to inheritance, and learn valuable strategies to safeguard your family from these challenges. Moreover, if you find yourself as a recipient of an inheritance, we’ll provide actionable advice on how to effectively manage and optimize this newfound wealth.
Connect with Jennifer:
Instagram: https://www.instagram.com/jenniferarchambeault/
Facebook: https://www.facebook.com/UrbanProvisionRealtors
Website: https://urbanprovision.com/
Connect with Brooklynn:
Website: https://www.texasfinancialadvisory.com
Email: Brooklynn@texasfinancialadvisory.com
Facebook: https://www.facebook.com/texasfinancialadvisory
Instagram: https://www.instagram.com/texasfinancialadvisory/
LinkedIn: https://www.linkedin.com/company/texas-financial-advisory/
YouTube: https://www.youtube.com/@texasfinancialadvisory
Podcast: https://podcasts.apple.com/us/podcast/the-texas-financial-advisory-radio-show-with/id1625701679