The one and only focus of BRSI Wealth Management is to provide you with the tools, training and dedicated support needed to build high quality benefits for individuals. Planning is conducted on a fee basis through LPL Financial. Client objectives remain the centerpiece of each plan.
Experienced and knowledgeable: With over 20 years experience providing quality financial services. AIF – Accredited Investment Fiduciary member. The professional designations awarded by the Center for Fiduciary Studies demonstrate the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. AIF designees undergo an initial training program, annual continuing education, and pledge to abide by the designation’s code of ethics.
Discovery: We listen closely to your individual needs and take the time to understand your complete financial picture — your cash and liabilities, protection, investments and taxes. Through our personal approach to financial planning and advice, we can help you bring your dreams and goals to life.
Objective Advice: Offer advice regarding comprehensive financial planning tools and research on individual stocks, bonds, mutual funds, annuities and investment managers across every asset class.
Simplify the decisions: Determine the right choices to fit your objectives and asset allocation strategy. By identifying appropriate options – including ones that are difficult to find on your own – and focusing on your objectives saving you time and money.
Provide Ongoing Review: Once your investment strategy is implemented, BRSI Retirement Solutions conducts comprehensive periodic reviews of your investment objectives, your portfolio’s performance and overall progress toward meeting your financial goals.