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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Earnings season can move markets. What is it and why is it important?
It's important to understand the pros and cons when considering a prepaid debit card.
Even if you’re young and single, you should still consider protecting yourself.
Couples may be able to head off many of the problems in a marriage that money can cause.
Five strategies for managing your student debt.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.