I have built my practice with individuals and businesses in defining and ultimately directing them towards achieving their financial goals.
I recognize that my ultimate responsibility is to my clients to help them build a solid foundation on which to make their financial decisions with confidence. I take a hands on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.
I work with businesses and individuals through every step of their financial life cycle. I work with my clients to develop a robust wealth management strategy, focusing on in-depth financial solutions and a relationship that is built on TRUST. I have experience developing and successfully implementing strategies that range from asset accumulation to the efficient transfer of a business or individual’s wealth.
Brian offers personalized solutions that address:
• Retirement Income Planning
• Trust and Estate Planning working with family tax accountants and attorneys
• Corporate cash management stategies
• A wealth of experience working with and refining company sponsored 401(k) / Retirement plans
• Business transition planning
• Individual wealth preservation and insurance planning strategies.
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DISCLOSURE: Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Securities offered through LPL Financial, Member FINRA [http://www.finra.org/] / SIPC [http://www.sipc.org/]. Investment advice offered through U.S. Financial Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with resident of the following states: AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA. USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management. U.S. Wealth Management companies are not affiliated with LPL Financial.
