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[vc_row css=”.vc_custom_1544084181923{padding-top: 80px !important;}” el_id=”about”][vc_column][ultimate_heading main_heading=”BRIANNE SOSCIA” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#047c5e” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:50px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][vc_row_inner content_placement=”middle” gap=”20″ css=”.vc_custom_1545618457287{padding-bottom: 20px !important;}”][vc_column_inner css=”.vc_custom_1509566445127{padding-bottom: 50px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][ultimate_heading main_heading=”CERTIFIED FINANCIAL PLANNER™” alignment=”left” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:26px;” main_heading_line_height=”desktop:36px;” sub_heading_line_height=”desktop:26px;” main_heading_margin=”margin-bottom:20px;” sub_heading_margin=”margin-bottom:20px;”]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.[/ultimate_heading][dt_default_button link=”url:%2Fbrianne-soscia-bio%2F|title:Read%20Full%20Bio||” smooth_scroll=”y” btn_width=”btn_fixed_width” custom_btn_width=”180″ css=”.vc_custom_1545620448684{margin-right: 10px !important;margin-bottom: 10px !important;}”]Read Full Bio[/dt_default_button][/vc_column_inner][vc_column_inner css=”.vc_custom_1509566455479{padding-bottom: 50px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][vc_single_image image=”2312″ img_size=”full”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” css=”.vc_custom_1509462149155{background-color: #f7f7f7 !important;}” el_id=”benefits”][vc_column css=”.vc_custom_1668571668581{padding-top: 250px !important;padding-bottom: 250px !important;background-image: url(https://financial-yogi.com/wp-content/uploads/2022/11/Brianne-Socia-Financial-Yogi-home-image-3.jpg?id=2313) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” offset=”vc_col-lg-6 vc_col-md-6″][vc_empty_space height=”800px”][/vc_column][vc_column css=”.vc_custom_1753138170220{padding-top: 0px !important;padding-right: 80px !important;padding-bottom: 0px !important;padding-left: 50px !important;}” offset=”vc_col-lg-6 vc_col-md-6″][ultimate_spacer height=”80″][vc_row_inner][vc_column_inner][ultimate_heading main_heading=”OUR PARTNERSHIP WITH YOU” main_heading_color=”#ffffff” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#ffffff” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:50px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][vc_column_text css=”.vc_custom_1753138099222{padding-bottom: 35px !important;}”]

Our clients are our partners in a shared vision of success. Our relationship is based on collaboration and a commitment to excellence. Using the Lotus Method, we help you design a life that aligns with your aspirations. We understand that financial goals are deeply personal, and our mission is to help you pursue these goals through thoughtful and personalized financial planning strategies that adapt to your evolving needs.

[/vc_column_text][/vc_column_inner][/vc_row_inner][ultimate_heading main_heading=”What can you expect from us” heading_tag=”h4″ main_heading_color=”#ffffff” sub_heading_color=”#ffffff” alignment=”left” main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:36px;mobile_landscape:34px;” main_heading_line_height=”desktop:42px;mobile_landscape:44px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;” sub_heading_font_size=”desktop:28px;” sub_heading_line_height=”desktop:32px;”][/ultimate_heading][vc_column_text]

We will always…

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  • Act with Integrity: Always prioritize your best interests and uphold the highest ethical standards while treating you with respect and professionalism.
  • Deliver Personalized Solutions: Provide strategies based on a thorough understanding of your unique goals, values, and circumstances.
  • Communicate Proactively: Keep you informed with regular updates, insights, and transparent advice, using straightforward language and clear communication.
  • Build Long-Term Partnerships: Develop enduring relationships based on trust, respect, and mutual understanding.
  • Adapt to Your Evolving Needs: Stay responsive to changes in your life, goals, time frame, and financial landscape.

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  • Offer Holistic Services: Provide access to a comprehensive range of financial, tax, and estate planning resources and coordinate the efforts of these professionals when required.
  • Stay Informed about Market Trends: Leverage the latest research and tools while monitoring your investments, and to guide sound, informed investment decisions.
  • Educate and Empower: Help you understand your financial plan and options, enabling confident decision making.
  • Mitigate Risks: Proactively identify and address potential challenges to safeguard your financial future.
  • Ensure Accessibility: Meet with you regularly to make any necessary changes to your investments and financial plan, and be available to answer questions, address concerns, and provide support whenever needed.

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Get my newsletter filled with tips on finance, money, and more![/vc_column_text][ultimate_spacer height=”125″ height_on_tabs=”125″ height_on_tabs_portrait=”120″ height_on_mob_landscape=”115″ height_on_mob=”115″][/vc_column_inner][vc_column_inner width=”1/2″][vc_raw_js]JTNDc2NyaXB0JTIwdHlwZSUzRCUyMnRleHQlMkZqYXZhc2NyaXB0JTIyJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZmb3JtLmpvdGZvcm0uY29tJTJGanNmb3JtJTJGOTA4NDg0MTUzNTYxNjElMjIlM0UlM0MlMkZzY3JpcHQlM0U=[/vc_raw_js][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_id=”services”][vc_column][ultimate_spacer height=”75″ height_on_tabs=”50″ height_on_tabs_portrait=”40″ height_on_mob_landscape=”35″ height_on_mob=”30″][ultimate_heading main_heading=”OUR SERVICES” spacer=”line_only” spacer_position=”bottom” line_height=”2″ line_color=”#047c5e” line_width=”120″ main_heading_style=”font-weight:bold;” main_heading_font_size=”desktop:42px;mobile_landscape:34px;” main_heading_line_height=”desktop:52px;mobile_landscape:44px;” spacer_margin=”margin-bottom:50px;” main_heading_margin=”margin-bottom:0px;” sub_heading_margin=”margin-bottom:0px;”][/ultimate_heading][ultimate_spacer height=”30″ height_on_tabs=”30″ height_on_tabs_portrait=”25″ height_on_mob_landscape=”15″ height_on_mob=”15″][dt_carousel slides_on_wide_desk=”2″ slides_on_desk=”2″ slides_on_lapt=”2″ slides_on_h_tabs=”2″ slides_on_v_tabs=”1″ item_space=”50″ adaptive_height=”n” autoplay=”y” next_icon=”icon-ar-013-r” prev_icon=”icon-ar-013-l” arrow_icon_size=”24px” arrow_bg_width=”36x” arrow_border_width=”0px” arrow_icon_color=”rgba(51,51,51,0.25)” arrows_bg_show=”n” arrow_icon_color_hover=”rgba(51,51,51,0.35)” arrows_bg_hover_show=”n” r_arrow_icon_paddings=”0px 0px 0px 0px” r_arrow_v_offset=”0px” r_arrow_h_offset=”-50px” l_arrow_icon_paddings=”0px 0px 0px 0px” l_arrow_v_offset=”0px” l_arrow_h_offset=”-50px” l_arrows_mobile_h_position=”-20px” r_arrows_mobile_h_position=”-20px” show_bullets=”y” bullets_style=”fill-in” bullet_size=”12px” bullet_gap=”14px” bullet_color=”rgba(51,51,51,0.25)” bullet_color_hover=”rgba(51,51,51,0.35)” bullets_h_offset=”0px”][bsf-info-box icon=”Defaults-area-chart” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Wealth Management” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1753138556618{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]

  • FORM (Family, Occupation, Recreation & Money) Goal Setting
  • Comprehensive Financial Planning
  • Current Investment Analysis and Personalized Portfolio Management
  • Risk Assessment Analysis
  • Retirement Planning & Income Distribution Strategies
  • 401(k), 403(b), 457 Account Review and Recommendations
  • College / Higher Education Planning
  • Business Valuation & Succession Planning
  • Consistent Strategy Meetings
  • Planning for Critical Life Events

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  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance Review and Planning
  • Buy/Sell Agreement Funding
  • Key Person Planning
  • Annuities

[/bsf-info-box][bsf-info-box icon=”fas fa-calculator” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Tax Planning” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1753138669246{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]

  • Tax Return Review and Analysis
  • Tax Reduction Strategies
  • Tax Advantaged Investments
  • Ongoing Communication with your Tax Professional
  • Roth IRA Conversion Planning

[/bsf-info-box][bsf-info-box icon=”Defaults-leaf” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”rgba(255,255,255,0.01)” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Estate Planning” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1753138604346{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]

  • Current Estate Plan Review
  • Wealth Transfer Planning Family Legacy Meetings
  • Beneficiary Designation Review and Asset Titling
  • Estate Tax Liability Analysis
  • Inheritance Planning / Guidance When a Loved One Passes

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  • Cash Flow and Budgeting
  • Debt Analysis
  • Net Worth Statement

[/bsf-info-box][bsf-info-box icon=”fas fa-hand-holding-heart” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”rgba(255,255,255,0.01)” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Philanthropy” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1753138779592{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]

  • Charitable Giving Strategies
  • Charitable Trust Planning
  • Donor-Advised Funds (DAFs)

[/bsf-info-box][bsf-info-box icon=”Defaults-user-plus” icon_size=”30″ icon_color=”” icon_style=”advanced” icon_color_bg=”rgba(255,255,255,0.01)” icon_border_style=”solid” icon_color_border=”” icon_border_size=”3″ icon_border_radius=”0″ icon_border_spacing=”60″ title=”Value Added Services” pos=”left” el_class=”accent-icon-color accent-border-color” css_info_box=”.vc_custom_1753138816626{margin-bottom: 0px !important;padding-bottom: 0px !important;}” title_font_size=”desktop:20px;” title_font_line_height=”desktop:30px;”]

  • Behavioral Coaching
  • Employee Benefits Review
  • Social Security Analysis
  • Medicare Analysis
  • Coordination with Other Professionals (CPA/EA, Attorneys, etc) Family Meetings
  • Healthcare Planning
  • Sounding Board Service

[/bsf-info-box][/dt_carousel][ultimate_spacer height=”75″ height_on_tabs=”75″ height_on_tabs_portrait=”60″ height_on_mob_landscape=”50″ height_on_mob=”40″][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_single_image image=”804″ img_size=”full”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” disable_element=”yes”][vc_column][vc_raw_js]JTNDc2NyaXB0JTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZhcHBzLmVsZnNpZ2h0LmNvbSUyRnAlMkZwbGF0Zm9ybS5qcyUyMiUyMGRlZmVyJTNFJTNDJTJGc2NyaXB0JTNFJTBBJTNDZGl2JTIwY2xhc3MlM0QlMjJlbGZzaWdodC1hcHAtMjQ1MjQ1YTMtNDZiYi00OWMyLTljNmMtMzU3NjhhY2ZhOTFhJTIyJTNFJTNDJTJGZGl2JTNF[/vc_raw_js][/vc_column][/vc_row][vc_row css=”.vc_custom_1670975897029{padding-top: 50px !important;padding-bottom: 50px !important;}”][vc_column][vc_empty_space height=”50px”][vc_raw_html]JTVCY3VzdG9tLWZhY2Vib29rLWZlZWQlMjBmZWVkJTNEMSU1RA==[/vc_raw_html][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row preset=”preset_1″ 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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.

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[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1545626975888{background-color: #f7f7f7 !important;}”][vc_column][ultimate_spacer height=”15″ height_on_tabs=”15″ height_on_tabs_portrait=”15″ height_on_mob_landscape=”10″ height_on_mob=”10″][/vc_column][vc_column width=”1/2″][vc_column_text]Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC (WCG). an SEC Registered Investment Advisor. WCG Wealth Advisors, LLC, Financial Yogi, and The Wealth Consulting Group are separate entities from LPL Financial.

 

 

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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