Individual Solutions

BRSi Retirement Solutions can assist with your personal investment needs. Contact BRSi Retirement Solutions to request information about:

Individual Products & Investments

  • Annuity Quote
  • Second to Die Life Quote
  • Individual Retirement Accounts (IRAs and Roth IRAs)
  • Rollover IRAs
  • Brokerage Accounts
  • Managed Portfolios (Fee Based Management)
  • Educational Savings Accounts (529’s)
  • Trust Accounts*
  • Mutual Funds, ETF’s, Individual Stocks and Bonds
  • Unit Investment Trust
  • Variable Annuities
  • Immediate Annuities
  • Variable Life Insurance

Individual Services

  • Retirement Planning
  • Financial Planning
  • Retirement Income Analysis
  • Wealth Vision


*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.