In spite of the market volatility, Brian has been successfully guiding his clients to achieve maximum financial outcome without experiencing the disappointment of the market risk. His clients have the peace of mind, knowing that their nest-egg is protected from the down-curves of the market corrections.
In this day and age, we all are living healthier and longer. That’s great! So should our hard earned dollars. In transition for retirement, the accumulation of wealth and assets is paramount to the planning process. Brian’s expertise enables his clients to safely structure a path to achieve their customized goals. His clients sleep restfully each night! Brian’s core values are his clients first. Trust and loyalty towards his clients are the foundational principles of his professional service. His unceasing commitment to clients has earned him respect in the community.
In breaking down into simple steps and bite-size pieces, Brian presents an attainable strategy so that families without financial backgrounds can easily envision their success. By using analogies and illustrations, Brian can clearly show this financial implementation is indeed a straightforward process! With the advancement of internet and technology, Brian sets appointments remotely with his clients. His clients appreciate the convenience of meeting in the comfort of their own homes. Brian has been in the financial service industry for 16 years. Because of the simple but meticulous
financial planning for himself, Brian has been enjoying a “job-optional” lifestyle throughout his professional career. Having visited the continents of North and South America, Asia and Europe, Brian is an avid world traveller. He is an enthusiastic Spanish-language learner. He has great passion in the realm of alternative energy.
Brian is looking forward to sharing his financial knowledge with you!