Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through WCG Wealth Advisers and LPL Financial, as well as her life and health insurance licenses.
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.
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Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.
Recommendations will be developed and presented to the client, so that they can easily be implemented. Performance and progress of the plan will be monitored on an ongoing basis, and the client will be provided with continuous support.
4 Ways Improving Your Financial Literacy Can Change Your Life 4 Ways Improving Your Financial Literacy Can Change Your Life April 1, 2024 April is celebrated as Financial Literacy Month, an opportune time for the finance community to share their wealth of knowledge, aiming to enhance our financial understanding and confidence. Learning fundamental skills such
Should You Borrow from Your 401(k)? Should You Borrow from Your 401(k)? March 1, 2024 Given the current interest rate environment, it may be tempting to consider taking a loan from your 401(k) as a source of financing your needs or wants. Assuming your employer plan permits borrowing, be sure to review the impact on
Backdoor Roth: Not so “Hush-Hush” Backdoor Roth: Not so “Hush-Hush” February 1, 2024 Summary: If your Modified Adjusted Gross Income (MAGI) is too high to make direct Roth IRA contributions, backdoor Roth contributions can be made. Be aware of pro-rata taxation of pre-tax IRA assets when implementing backdoor Roth. Backdoor Roth contributions may be optimal
4 Simple Ways to Financially Prepare for 2024 4 Simple Ways to Financially Prepare for 2024 January 1, 2024 Setting and pursuing new goals isn’t confined to a calendar. However, there’s a distinct sense of purpose and momentum that accompanies the start of a new year, making it an opportune time to lay the groundwork
Secure Act 2.0: Reminders for 2024 Secure Act 2.0: Reminders for 2024 December 1, 2023 On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals that
Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” November 8, 2023 Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have
Understanding the FAFSA Simplification Act: What It Means for You Understanding the FAFSA Simplification Act: What It Means for You September 5, 2023 In recent news, you might have caught wind of the buzz surrounding student loans—from talks about potential loan forgiveness, the return of interest, and the resumption of payments. While these discussions mainly
Where are Interest Rates Heading? Where are Interest Rates Heading? October 1, 2023 The chances are high that many have seen the recent headlines that interest rates could stay “higher for longer.” But what exactly does “higher for longer” mean and is this a foregone conclusion or just a possibility? Also, where did this “higher
Credit Cards: Which Card is Right for You? Credit Cards: Which Card is Right for You? September 5, 2023 Credit cards are kind of like chainsaws. When used properly they can be extremely helpful tools, but if they are used improperly, they have the ability create a horrendous amount of damage. Considering this, it’s important
Securing Your Future: 3 Retirement Savings Options for New Businesses Securing Your Future: 3 Retirement Savings Options for New Businesses August 1, 2023 As a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under
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The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, ID, MA, MD, MI, MO, NC, OH, TX, VA, WA.
