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A Comprehensive Roadmap to Financial Independence
Cash flow modeling, retirement timelines, liquidity planning, and estate coordination — built into a unified strategy aligned with your tax, legal, and investment decisions.
Wealth Management Solutions
Explore each discipline within our integrated wealth management platform. Select any service below to preview our approach — then visit the full page for a deeper look.
The Service That Connects Everything
Financial planning isn't a separate service — it's the connective tissue that ties your investment management, tax strategy, estate plan, insurance coverage, and trust structures into a single, living, breathing strategy. Without it, each piece operates in isolation. With it, every decision reinforces the others.
At Bull Run Investment Management, your financial plan isn't a static document that collects dust. It's an interactive, always-updated system powered by institutional-grade technology — where your data flows automatically from Charles Schwab into Black Diamond, and from Black Diamond into RightCapital. No manual inputs, no human bottlenecks, no stale data.
The result is a plan that updates as your life changes — not once a year when your advisor remembers to schedule a meeting.
Every Discipline, One Strategy
Financial planning is the framework that ties your investment portfolio, tax strategy, estate plan, trust structures, and insurance coverage into a cohesive system. Each service page goes deep — here's how they all connect through your plan.
Investment Management
Four proprietary SMA strategies managed in-house, with tax-aware execution and disciplined rebalancing — all driven by your plan's risk profile and time horizon.
ExploreTax Planning
Roth conversions, loss harvesting, asset location, and entity structuring — every tax decision shaped by your plan's projections and coordinated with Brian Wendroff, CPA.
ExploreEstate & Gift Planning
Wills, trusts, and gifting strategies designed by Bobby Feisee, Esq. — integrated with your investment and tax plans to minimize transfer taxes and protect your legacy.
ExploreTrust Services
Trust design, funding, investment management, and tax coordination — all managed as an extension of your financial plan with fiduciary documentation.
ExploreInsurance & Risk
Commission-free coverage through DPL Financial Partners — evaluated against your plan's income replacement needs, estate liquidity, and liability exposure.
ExploreRetirement & Income
Monte Carlo simulations, Social Security optimization, withdrawal sequencing, and survivor income modeling — stress-tested across 1,000 scenarios within RightCapital.
ExploreThree Platforms, One Continuous Data Stream
Your financial plan is only as good as the data behind it. Here's how our technology eliminates manual processes, stale data, and human bottlenecks — keeping your plan accurate, current, and actionable at all times.
Charles Schwab
All accounts are held directly in your name at Schwab — SIPC-insured, with direct login access at any time. Schwab is the source of truth for all account balances, positions, transactions, and cost basis data.
Black Diamond
Every Schwab account syncs automatically into your BRIM-branded Black Diamond portal — alongside outside accounts you link: 401(k)s, bank accounts, crypto, insurance (via DPL/AIM), and more. One consolidated view, updated daily.
RightCapital
All consolidated data flows into RightCapital — a dynamic, interactive dashboard where we model retirement projections, run Monte Carlo simulations, optimize tax strategies, and stress-test your plan against hundreds of scenarios. Real estate values are entered here for static assets.
A Living Financial Plan — Not a Static PDF
Traditional financial plans are delivered as long documents with assumptions locked at the time of creation. Your plan is an interactive, always-current dashboard — powered by live data from Schwab and Black Diamond — where we model retirement projections, tax impact, and scenario analysis together in real time.
Every Dimension of Your Financial Life
Financial planning is the connective tissue between your investments, tax strategy, estate plan, and risk management. We build a framework that ties everything together — so each decision reinforces the others.
Monte Carlo simulations across 1,000 scenarios model your probability of success. We stress-test against market downturns, inflation spikes, and longevity risk — then build a withdrawal strategy that adapts as life changes.
We model asset location across taxable, tax-deferred, and tax-free accounts to minimize your lifetime tax burden. Roth conversions are timed to fill specific brackets before Social Security and RMDs begin.
We manage your capital in-house across four proprietary SMA strategies, with tax-aware execution, disciplined rebalancing, and direct ownership. Every portfolio decision integrates with your broader plan.
We coordinate with estate attorneys to design wills, trusts, gifting strategies, and wealth transfer plans. We also advise on investing within trust structures — optimizing growth while respecting fiduciary obligations.
We map income, expenses, and savings flows to build realistic projections that fund your goals. Short-term reserves are maintained without disrupting long-term growth, with clear visibility into every dollar.
We evaluate your coverage needs across life, disability, long-term care, and umbrella policies — ensuring protection is appropriate and cost-effective, without overselling coverage you don't need.
You Talk to Us — We Coordinate Everything
Your financial plan touches investments, taxes, estate law, and risk management. Rather than leaving you to manage separate relationships with different professionals, we serve as the central hub — coordinating with specialized partners to keep every piece aligned and moving forward.
Why Most Financial Plans Fall Short
The One-Time Plan
- ✕Plan built once, reviewed annually at best — assumptions locked at time of creation
- ✕No live data feed — account balances manually updated (if at all)
- ✕Investment, tax, and estate handled by separate firms with no coordination
- ✕You're responsible for chasing down paperwork and keeping everyone in sync
- ✕No scenario analysis — you can't stress-test decisions before making them
A Living, Integrated System
- ✓Interactive RightCapital dashboard updated automatically — data flows from Schwab daily
- ✓Monte Carlo, tax projections, and scenario analysis available on demand
- ✓Investments, tax, estate, insurance, and trusts fully integrated under one team
- ✓BRIM coordinates your CPA, attorney, and insurance advisors — you talk to us
- ✓Every decision stress-tested against hundreds of scenarios before execution
What Your Financial Plan Actually Looks Like
Your interactive dashboard is the day-to-day tool — but we also produce comprehensive plan reports when needed for reviews, meetings, or your records. Download a sample below to see the depth and detail that goes into every BRIM financial plan.
Millennial Plan
Pre-Retiree Plan
Retiree Plan
Ready to Build a Plan That Actually Works?
Schedule a complimentary consultation to see how we integrate investment management, tax strategy, and estate planning into a single, unified financial plan — powered by RightCapital and built to evolve with your life.