Do you have a retirement plan?

The reality is that most people will have to be responsible for their own retirement.  In the past, workers could outsource the burden of saving, investing, calculating, and planning their retirement to the companies that they worked for.  But with the rise and popularity of defined-contribution plans- the burden has shifted back to the worker.  And if you are a small business owner- then you know that no one else is going to do it for you. 

However, most people don't have the discipline or knowledge to create a retirement plan.  Instead they find themselves either confused or chasing the latest get rich quick investment and end up with little to show for it.  They often feel angst and know that they need to be doing more. 

Brian can help you create a successful retirement plan with a proven process- and learn to save 15% of your income automatically towards retirement and put the money to work in tax advantaged accounts.  Most people end up feeling more calm and peaceful knowing that they are being prudent.  

Brian is a Registered Investment Adviser, a fee-only Certified Financial Planner, and acts in a fiduciary role for his clients. 

Investment Accounts and services offered:

  • Individual Retirement Accounts (IRA)
  • 401(k) Plans
  • Tax efficient brokerage accounts
You can schedule a free consultation with Brian below to begin creating your retirement plan