Brightworks Financial Planning LLC

Brightworks Financial Planning LLC is a financial planner in Lexington, SC. The firm serves busy high earners and pre-retirees in Lexington, the greater Columbia area, and nationwide. It provides comprehensive financial planning covering cash flow, taxes, retirement, and estate planning. The firm operates as an independent fiduciary, unaffiliated with banks or large investment companies, and is committed to putting client interests first. It holds a rating of 4.80 based on 24 reviews. Forest Dutton is the owner and a CERTIFIED FINANCIAL PLANNER® practitioner. The firm delivers a four-meeting planning sequence designed to complete in three months or less, resulting in a personalized plan of five to ten pages. Services include cash flow auditing, debt service consulting, and insurance reviews for life, disability, long-term care, property and casualty, and health. Investment services feature Monte Carlo analysis, asset location, asset allocation, tax-aware investing, Roth conversion analysis, Social Security analysis, Medicare planning, and retirement cash flow planning. The firm also reviews tax returns to identify mitigation opportunities and provides education on tax impacts. Estate planning support includes beneficiary designation reviews, probate avoidance, and legacy planning, with implementation partnered through Encore Estate Plans. The firm offers flexible engagement options including hourly, flat fee, or assets under management fees. An initial call is free. Assets are primarily held with Altruist Financial LLC, with additional relationships at Fidelity Investments. The firm coordinates with clients’ existing CPAs and attorneys and meets annually or quarterly for ongoing planning. The firm is known for its solid reputation among the customers it has served. Brightworks Financial Planning LLC brings a structured, fiduciary approach to financial planning for clients in Lexington, SC.

BizScoreAI assigns Brightworks Financial Planning LLC a Technical score of 79 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The firm also receives a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page, which is the first step for AI assistants to recommend the business.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Investment Management
• Retirement Planning
• Wealth Management