BRIAN CARDEN
Insurance & Financial Advisor
LIFE INSURANCE
COMPREHENSIVE FINANCIAL MANAGEMENT
SELF-DIRECTED BROKERAGE ACCOUNTS (SBDA)
LIFE INSURANCE
COMPREHENSIVE FINANCIAL MANAGEMENT
SELF-DIRECTED BROKERAGE ACCOUNTS
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, 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
It’s Hard to Steal Second Base… "It's hard
One common theme I'm seeing with my new clients is that nearly 100% of them have balances in their savings, investment, and retirement accounts. The other "elephant in the room" is that they rarely have any kind of plan or strategy for how to use these accounts. Their savings and emergency funds are earning virtually nothing when they could be getting upwards of 3-5% if positioned properly.
When it comes to cars, I’m very brand loyal to Acura. I think I’ve owned eight over the last 30 years. My most recent one, I found while looking on their website four years ago. What made little sense about this decision was the fact that my current car at the time was in perfectly good condition and completely paid for. What was I thinking?
Years ago, at a woman I was dating had a gathering of friends at her home, which of course included a selection of cocktails. I don’t remember what I drank that evening, but I’ll never forget the stack of cocktail napkins on the table, which said, “If you are what you eat, then I’m QUICK, CHEAP & EASY.”
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