Brett Luedde, President
Brett is a “Money Trax” advisor in Encinitas, California. He has been serving Encinitas and San Diego since 2005; Brett helps individuals, families, business owners and social security recipients develop wealth-building and preservation strategies. He focuses on helping his clients avoid unnecessary transfers from their circle of wealth. Combining openness with honesty and concern, Brett is a reliable professional with whom clients can be comfortable. Brett has completed the Money Trax Mentoring Program which is 4 intensive studies lasting 2 days each, with 25 top advisors from around the country. He is currently a senior at COW college, an annual meeting of top advisors from around the country. And, Brett is a member of the Infinite Banking Concept Think Tank, a prestigious group of 100 top advisors from around the country.
“Clients rely on my experience and training to help them manage their circle of wealth” says Brett. “Minimizing the effects of taxes, inflation and unnecessary interest transfers is an important part of the process. I want my clients to understand the Swing first and then the appropriate Clubs for their position in life. Life is not all about hitting the driver 20 yards deeper in the woods. Accumulating wealth is only half the battle; it is just as important to protect and plan distribution of what you have worked so hard to build. My goal is to help people have a clear understanding of their future and take the complexity out of retirement and financial planning.”
Brett is a member of the National Association of Insurance and Financial Advisors. He is also active in his community, volunteering time for local schools and community groups. He and his wife, Tera, make their home in Encinitas, with their two children, Hayden and Hunter. In his leisure, Brett enjoys Golf, more Golf, running, surfing, volleyball, travel, reading and spending time with his family.
