Due to the diverse range of clients he serves, Brian feels it necessary to have access to a wide range of investment options and strategies from various investment and insurance companies. He follows the fiduciary standard, which means that he will act only in the best interest of his clients and ensures that all retirement advice given is suitable to the client’s objectives, needs, and circumstances. This has driven Brian to build his financial advisory practice based on four foundational cornerstones:
Provide financial planning concepts for his clients that have the potential to protect their principal against catastrophic and volatile market losses.
Investment Management Planning
Provide stable growth potential through utilizing risk managed approaches that have the ability to adapt to volatile economic and market conditions, changing political climates, and changing interest rate environments.
Retirement Income Planning
Provide strategies that have the potential to produce stable income for life for his clients in retirement, regardless of market performance, interest rates, or longevity.
Provide clients with legacy and estate planning concepts that assist in providing them the confidence that their remaining assets will be cared for as they have arranged.