Brian can help you tackle the tough questions or issues you are facing.


Investment Management

  • How should my money be invested?
  • How much risk can I take?
  • What returns do I need to reach my goals?
  • Is active management worth it?
  • How much money should I have in the stock market?

Retirement Planning

  • How much money do I need to retire?
  • Am I on pace to retire when I want to?
  • How long will my retirement funds last?  Will I run out of money?
  • How do I decide when to take social security benefits?
  • Should I be using a Roth IRA or Regular IRA?
  • How should I be investing my IRA and 401k?
  • What do I do with my 401k when I retire?

Estate Planning

  • What is the best way to pass the wealth I have built to my spouse and family?
  • I did some estate planning a long time ago.  Now that laws have changed does it make sense to redo what I have already set in place?
  • What are the different ways I can avoid paying estate taxes?

Financial Planning

  • How do I plan for paying for college for my children?
  • What is the best way to minimize taxes on my investments?
  • If something bad happens to me tomorrow, will my family be okay?
  • I just received a large sum of money.  What do I do with it?
  • What is the best retirement plan for my small business?