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., 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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
If you find it hard to attain personal life goals, there’s an app for that!
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Marriage changes everything, including your insurance needs.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.