Managing your money — or enlisting someone to help — can feel overwhelming. As a teacher at heart, Brian wants to demystify the process for his clients. He’s compiled articles, fliers, videos and a free financial planning tool to help you understand solutions that can be Taylor’d to your needs.

Determine your financial health

In less than 10 minutes, use our Planning Discovery Tool to analyze your current planning situation and get personalized feedback on where to go next. It’s as easy as 1-2-3!

  1. Answer 9 questions about your situation.
  2. Find out your current Financial Health grade.
  3. Get potential action ideas, just for you!

Increase Your Planning IQ

Differences between a stock broker and a fiduciary

How personal emotions and financial preconceptions can influence decision-making

How much life insurance do you need?

Investing Basics: The Power of Compounding

The Ramsey Show – Highlights

Calculate Enhancements for Your Future

Other Helpful Links

We have a carefully curated collection of tools and resources available to help increase our clients’ understanding of planning tools and strategies. Here are a few to get started, and we encourage you to contact us for additional information Taylor’d to your needs.

Annuities 101
The Annuity Puzzle
Life Insurance 101
Life Insurance Calculator
Social Security Claiming