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