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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
In the face of divorce, making changes to insurance coverage may be overlooked.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What kind of auto insurance should you have? Do you know?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.