Meet Brian
Brian has over 17 years of financial services experience, so he can help you develop and implement holistic financial solutions. Specifically, he can:
- Help you review your plans for the future and compare them to how (and how much) you save
- Design a financial analysis and help you follow it
- Create action steps based on your personal goals
- Provide ongoing assistance to help you work toward reaching your goals
- Help you develop a budget for today's expenses and for living in retirement
- Review estate legal situation and recommend appropriate legal resources
- Review health insurance options in retirement
- Review social security income strategies