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.
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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
These food myths will really put a drain on your wallet.
A look inside the U.S. government's statistics on household net worth.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.