Brian’s BLOG

Everything You Need To Know About Building and Protecting Wealth

How to Get the Most from Your Retirement Planning
AllFinancial PlanningInvestments

How to Get the Most from Your Retirement Planning

When I meet with new clients to discuss their retirement goals, it’s not uncommon for[...]

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An Independent Review of the Privatized Banking, Bank On Yourself or Cash Flow Banking Concept Using Whole Life Insurance
AllFinancial PlanningInvestments

An Independent Review of the Privatized Banking, Bank On Yourself or Cash Flow Banking Concept Using Whole Life Insurance

Warning: This is a long post about a use of whole life insurance commonly referred to[...]

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How Much Investment Risk Are You Taking?
AllFinancial PlanningRetirement Planning

How Much Investment Risk Are You Taking?

We all know that investments carry inherent risk but knowing how much risk is not[...]

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What to Know About Working with a Financial Advisor
AllFinancial PlanningRetirement Planning

What to Know About Working with a Financial Advisor

After 25 years of being in business as a financial advisor, I have sat knee-to-knee with[...]

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Alternatives to the Stock Market
AllFinancial PlanningInvestmentsRetirement Planning

Alternatives to the Stock Market

Are you seeking an alternative to the stock market? Contrary to what you may believe[...]

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College Savings for Your Kids
AllFinancial PlanningInvestments

College Savings for Your Kids

If you have kids, then the thought about how to pay for college has surely[...]

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Managing Investment Risk
AllInvestments

Managing Investment Risk

Have you ever been at an amusement park where they have a bridge, with a[...]

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Asset Allocation
AllFinancial PlanningRetirement Planning

Asset Allocation

Most everyone has heard the saying, “Don’t put all your eggs in one basket.” It[...]

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Should You Buy an Annuity?
AllFinancial PlanningInvestmentsRetirement Planning

Should You Buy an Annuity?

Do you have questions about whether to buy an annuity? If so, you are in[...]

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