BRIANNE SOSCIA

CERTIFIED FINANCIAL PLANNER™

Brianne specializes in working with individuals, families, and business owners in the areas of retirement planning, investment management, and college savings.

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.

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Brianne Socia - Financial Yogi - Las Vegas

WHAT TO EXPECT

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.

Individual Approach

Financial Planning should be client centered, and focused on each individual’s needs and goals.

Custom Plan

Clients will be able to gain a deeper understanding of their current financial status, set and analyze goals, develop a plan that is designed towards meeting these goals, and easily follow the plan so that goals can be pursued.

Respect

The financial planning process involves establishing a working, trusting, and respectful relationship between the client and planner.

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OUR SERVICES

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Attention, everyone! Tax Day is looming around the corner on Monday, April 15, 2024. Here's your friendly reminder to get those documents ready! 📂 Here's what you need to know:Federal tax filing deadline. April 15th is the date by which you must file your taxes with the IRS. This is also the deadline to file for a tax extension. Remember, a tax extension gives you more time to submit your return, not pay your taxes. Even if you submit a request for an extension, you must pay your taxes owed by April 15th.HSA and IRA contribution deadline. The last day to make contributions to your health savings account or a Roth/traditional individual retirement account for the tax year 2023. The limit for HSA contributions in 2023 is $3,850 for individuals and $7,750 for family coverage. The contribution limit for IRAs in 2023 is $6,500 ($7,500 if you’re 50 or older).Estimated taxes due for 1st quarter. Estimated tax payments on income earned during the first quarter of the year (Jan. 1, 2024, through March 31, 2024) are due today.Let's get those finances in order and avoid the rush! 💼 ... See MoreSee Less
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Dreaming of retiring early and living your best life on your own terms? If that's your aspiration, then igniting the FIRE within—Financial Independence, Retire Early—might just be the path for you. 🔥💼FIRE isn't just about retiring early; it's about gaining the freedom to make life choices without financial constraints. This global movement encourages a lifestyle of extreme saving and investing, aiming for a future where work is optional. Whether you dream of traveling the world, pursuing passion projects, or simply enjoying the day-to-day without the 9-to-5 grind, FIRE could be your ticket.But who is FIRE for? It's for anyone who desires financial independence and early retirement. Whether you're earning a hefty paycheck or a modest income, the core of FIRE is about how much you can save and invest, not just how much you earn.Let's explore the different flavors of FIRE:1) Lean FIRE: Perfect for minimalists. If you're all about simplicity and frugality, both now and in retirement, Lean FIRE encourages living on less to achieve financial freedom sooner.2) Barista FIRE: Love the idea of working less but not ready to give up work entirely? Barista FIRE enthusiasts save diligently to reduce their work hours in the future, often taking on less demanding or part-time roles to balance work and leisure.3) Coast FIRE: Already have a solid nest egg? With Coast FIRE, your investments do the heavy lifting, growing over time to secure your retirement, while you work just enough to cover current expenses.4) Fat FIRE: For those who prefer a lavish lifestyle, Fat FIRE means saving and earning aggressively to enjoy the finer things in life without compromise during retirement.FIRE isn't a one-size-fits-all approach; it's about finding the right balance that aligns with your lifestyle and goals. Remember, achieving FIRE requires dedication to cutting costs and maximizing savings. It's not for everyone, but if the idea of controlling your time and financial destiny excites you, it's worth exploring further.Considering embarking on your FIRE journey? It might be wise to consult with a financial advisor. We can help craft a personalized budget and financial plan to ignite your path to financial independence and early retirement. After all, the right guidance can make all the difference in achieving your goals. Ready to light the FIRE within? 🔥🚀 ... See MoreSee Less
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Happy Children's Book Day, everyone! 🎉 During last month's Nevada Reading Week, I had the joy of sharing stories about money with eager young minds at my dear friend and client, Cheryl Fennewald’s school, where she is the librarian. The sparkle in their eyes and their curious questions were a reminder of the impactful role we play in nurturing financially savvy generations.Let's be honest, talking about money with kids can feel daunting. But guess what? There's a whole library of stories waiting to make this journey easier and more enjoyable. 📚✨Here are a few of my recommendations:1) "A Chair For My Mother" by Vera B. Williams - this book is about saving and goal-setting through a touching family story. 2) "The Four Money Bears" by Mac Gardner - introduces kids to different financial personalities, making it a fun way to learn about money management.3) "Little Critter: Just Saving My Money" by Mercer Mayer - the story encourages discussions between parents and children about financial goals and developing a savings plan.4) “Lemonade in Winter: A Book About Two Kids Counting Money” by Emily Jenkins - this can teach kids about entrepreneurship and the value of money.So, why not seize the day and share a financial tale with the young ones in your life? Whether it's your children, grandchildren, nieces, or nephews, every story read is a seed planted for their future financial well-being. 🌱To all the parents, guardians, and role models out there, remember that these shared moments are more than just reading time. They're opportunities to guide, inspire, and lay the groundwork for a lifetime of financial wisdom. Let's turn the page to a brighter, more financially literate future for our kids. 🌟📚 ... See MoreSee Less
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THE PROCESS

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Consultation

First, we will identify your needs and expectations, discuss what the financial planning process will look like, and define mutual responsibilities.

Review

Once all of the necessary data has been gathered, we will analyze and evaluate the current financial situation, depending on personal needs and goals.

Implementation

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.

FROM THE BLOG

CONTACT ME

8925 West Post Road, 2nd Floor Las Vegas, NV 89148
Mon. - Fri. 8:30am - 3:30pm
By Appointment

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Have questions or wondering how we can work together? Send me a message and I will be in contact with you soon.