Your Dreams, Our Strategies.®
Whenever customers sit down with Bryan, they have an opportunity to talk one-on-one with a professional who is concerned with helping them gain a better understanding of where they are financially and how they can better position themselves for the future.
Bryan is committed to helping individuals and families plan for their financial future and financial education is a top priority each time you sit down at your kitchen table or in his office. With a knowledge of many topics ranging from retirement, college savings, life insurance, investing and estate preservation; Bryan will provide first class customer service.
Each individual and family is different and your strategy should be tailored to your specific needs. Bryan represents many of the top insurance, annuity and mutual fund companies in the industry today. There is no cost or obligation to sit down and talk with Bryan so book your appointment now and he will be available when you are, not simply between 8am and 5pm. He understands today's schedules are hectic and financial services should be provided whenever clients have the need.
Helping people is at the heart of what we do. Working with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division, Bryan is dedicated to one simple mission - to create financially independent families by helping to grow and protecting their wealth through active money management. As an independent Investment Advisor Representative (IAR), Bryan brings professional money management services previously reserved for institutions and the wealthy to underserved, middle-income families.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
One way to find money is to examine your current spending habits and eliminate money wasters.
Try these activities to keep your brain sharp.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Calculating your potential Social Security benefit is a three-step process.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.