Helping clients protect, preserve and optimize for retirement.
Portfolio Management , Asset Allocation, Income Tax Planning, Review of Cost Basis, Review of Investments, Cash Flow Analysis, Savings Plan, Emergency Fund
Social Security, 401k, 403B, Pension Plans, IRA’s, Withdrawal Strategies, RMD, Business Planning, Self Employed Retirement Plans, Roth Conversions, Asset Protection Insurance
Bryan assists retirees build a retirement plan that helps account for all of life’s unknowns. He takes a holistic approach that focuses on social security optimization, tax efficient distribution, and complex, customized wealth transfer strategies. Bryan works closely with his clients to help create the financial independence they are looking for in their golden years.
Bryan has a Bachelor of Science degree in Business from Stonehill College and holds his series 65 securities registration. He has taken courses educating him in Social Security claiming strategies and he has helped many individuals and couples transition into retirement.
Additionally, Bryan speaks at seminars that involve financial education on the complex topics of Social Security Benefits, asset protection insurance planning and tax efficient distribution strategies. He provides his clients with a holistic approach to financial planning.