Retirement Planning

Per the Social Security Administration, life expectancies typically culminate at age 65 for men and age 70 for women. But today, one of every couple at the age of 65 has a 25% chance of living past the age of 90! Whereas your belief system might be heavily focused on the risks associated with your investments, your greater risk is not having enough assets to last for a longer retirement.

Whatever stage of life you’re currently in, Brian helps you live it the way you want while still planning for the future. His financial management philosophy entails helping you reach your short-term goals without negatively impacting your long-term plans.

Lifetime Income Strategies

By integrating a variety of strategies, including how and when to begin Social Security benefits, how to create “guaranteed lifetime income strategies,” and how to account for factors like the rising costs of healthcare and inflation, Brian can help you navigate your golden years and allow you to retire with a greater degree of certainty.

Financial management

Areas of Expertise

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    Securities and Advisory services through Madison Avenue Securities, LLC. Member FINRA/SIPC, and a registered investment advisor. Stewardship Private Wealth Management and Madison Avenue Securities are not affiliated. Elite Insurance Solutions, LLC and Madison Avenue Securities are not affiliated.
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