BRIAN CARDEN
Insurance & Financial Advisor
LIFE INSURANCE | LONG TERM CARE | MEDICARE
FINANCIAL MANAGEMENT
BRIAN CARDEN
Insurance & Financial Advisor
LIFE INSURANCE
LONG TERM CARE
MEDICARE
FINANCIAL MANAGEMENT
About Me
Advisor | Author | Professional Explainer
In 2023, independent advisor, author, and professional explainer Brian Carden is celebrating 40 years in the insurance and financial services industries. For the benefit of his clients, he is licensed for life & health insurance, property & casualty insurance, and securities (Series 6, 63, 7, and 65), making him uniquely qualified to offer honest and open advice on virtually every insurance or financial need. As an independent advisor, Brian has access to to a diverse selection of providers and products, and is prepared to make suitable recommendations for you, your family, and your business.
Brian considers himself a “protection first, comprehensive financial advisor,” which was the catalyst for him to author his book Castles & Moats: Insurance, Investment, and Life Planning Simply Explained. His firm beliefs in asset allocation, behavioral finance, and investor behavior in an ever-changing landscape have now inspired him to expand into Medicare planning as a part of his overall practice. Although Brian no longer sells property & casualty insurance, his mantra for his practice remains true: If you’re going to build a castle of wealth, you need a moat of protection!
Insurance Services
Life Insurance | Long Term Care Insurance | Medicare
Brian is passionate about helping his clients navigate the often complex Medicare onboarding process. He also endorses permanent life insurance when appropriate and understands how to effectively integrate some form of long-term care into your financial strategy.
Financial Services
Comprehensive | Sensible | Strategic
Brian believes that every available financial product should be considered, including savings accounts, Turnkey Asset Management Programs (TAMP), and both fixed and variable annuities. He will do everything possible to to ensure that you do not outlive your retirement assets and create a legacy of love and significance for your heirs.
Recent Blogs
Insurance • Finance • Family
Wouldn’t you like to be like my songwriter friend and know that each month that your "mailbox" would deliver you a comfortable income you could not outlive? Getting there isn’t rocket science, but many years of knowing how all of the financial products are structured and how they work together in concert has definitely made an impact on the lives of my clients...
It’s hard to believe that for many in the class of 1976, we will hit the big 65 this year. I'm now entering an entirely new phase of my personal and professional life. And I have already learned that Medicare is the most confusing, convoluted, frustrating, and challenging insurance product I’ve seen in my entire career. I like to think I’m pretty smart when it comes to "all things insurance and investment" - but not anymore!
This blog was originally published March 2016. It’s been seven years since we lost Dad and I find myself either referring to him, quoting him, or just thinking of him every day. I’m learning that we all have our stories about death...I hope you enjoy this one.
I hope everyone had a great 2022, and it ended with a very peaceful & memorable holiday season. Over the holidays, I had plenty of down time here at home and in my home office. Regarding the home office, the purchase of a newer, better paper shredder was in order and it was definitely put to use. Years ago, Brian Tracy, an amazing professional speaker who I have seen multiple times, gave me “The Four D Rule.” What are the “Four D’s” you ask? Simple...
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