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Forest D

CFP®

Lexington, SC

Brightworks Financial Planning LLC

Hi, I'm Forest Dutton and I'm the owner of Brightworks Financial Planning. I entered financial services after many years in healthcare and my goal is to ensure each client that goes through financial planning experiences care, competence, and creativity. I am committed to the highest levels of ongoing education in the field of financial planning and seek to provide a comprehensive lens to all financial planning engagements and not just an investment focus. I have a strong emphasis on tax planning with all clients as I believe this can add significant value over a long period of time when engaging with a financial advisor. I prefer long term relationships over one-time engagements in my business. I have been blessed with a wonderful wife and 4 children that keep me busy outside the office. I enjoy collobaration with other professionals as part of the financial plannning process. I thoroughly enjoy financial planning and the best part is the people who I get to partner with in achieving their goals.

General retirement planning Founder/Business Owner Executive Retired Self-Employed
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