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Specialties
You've been saving, sacrificing, and building wealth for a few decades.
Today, you have more money than you ever thought you were going to. The idea of figuring out how to enjoy it, and spend it, without running out of it is complicated. Hi there, I'm Brendan and I love helping people figure out how to spend their money in retirement! I'm so glad you're shopping for an advisor and particularly proud to be in the mix for consideration. I have dedicated my professional life to retirement income planning. I specificially work for couples that are a few years from retirement, or already retired, with 2-5 million dollars of assets. I enjoy working with these clients because of the unique planning opportunities, and challenges they face as they navigate retirement. I would welcome the chance to learn more about you, and to show you what I do for clients as a retirement income planning specialist.
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Always free for clients.
RICP, CRPC, CFP
Chartered Designations
What do these credentials mean?
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