Purpose Financial + Insurance Services
Brandon Trammell | Brandon@purposefis.com
I help purpose-driven entrepreneurs, business owners, and property investors organize their estate, form the right business structures, or untangling the mess of finances to cut through noise and legal landmines to build lives and legacies with clarity and purpose.
What does your business do to help the environment and/or build social connection?
“We help our clients to architect purposeful and sustainable personal wealth strategy & asset protection strategy.
Building in a mission/philanthropy channel to support causes that are aligned with their values and the change they want to support in our community is a keystone of our service.
Tax efficiency strategies help us redirect "lost" dollars into meaningful positive impact so we can support building local resiliency & capacity.
Enacting a shift from an ownership mindset to one of stewardship.”
