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.

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.

GET A FREE CASH FLOW WORKSHEET

Subscribe to our monthly newsletter, filled with financial tips and relevant information, and we will email you a FREE CASH FLOW WORKSHEET so that you can visually see where your money is going!

OUR SERVICES

Investments

Stocks, bonds, mutual funds, real estate, oh my!  Which types of investments are most suitable for your time horizon and risk tolerance?  What are the tax implications of different investment vehicles, and how much will you pay in fees?  Learn which types of investments make the most sense for you.

Life Insurance

Applying for life insurance can be scary because it usually means we have to talk about the end of life, give blood, and plan for the worst, but life insurance is one of the easiest ways to protect your assets, and your family!  It can also be used as an investment for future income.

Retirement Planning

Develop a plan for the day that most of us are waiting for: the day when we no longer need to work.  When and how you will retire can be a choice with a proper plan in place.  Discover what it will take, and the best way to get there.

College Savings

Is it important to you that your children go to college?  Do you want to help them pay for some or all of their tuition?  Learn about your options for saving, and which is right for you.  Proper planning and saving aims to put the cost of college within your reach.

Budgeting

It’s easy to get overwhelmed when you hear the words, “You need a budget!”  Budgeting doesn’t have to be scary or stressful.  It’s actually quite simple when you have a strategy in place, a little practice, and some coaching along the way. Living within your means is key towards creating wealth!

THE PROCESS

  • 1.

  • 2.

  • 3.

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.

CONTACT ME

8925 West Post Road, 2nd Floor Las Vegas, NV 89148
702.243.4931
brianne@financial-yogi.com
Mon. – Fri. 8:30am – 3:30pm
By Appointment

SEND A MESSAGE

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

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. Financial Yogi, The Wealth Consulting Group and WCG Wealth Advisors, LLC are separate entities from LPL Financial.

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.