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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What does success mean to you? Climbing the career ladder, purchasing your first property, investing money for retirement, or raising a family? Whatever your measure of success is, setting goals is an integral part of the process. 💰 Understand both your current situation and where you want to be.💰 Set realistic, measurable, and achievable goals.💰 Break down your goals into more manageable steps and make sure that each step is specific and has a deadline.💰 When it comes to staying on track, visualization techniques and mindset exercises can be extremely helpful. Financial success is not a matter of luck. It is a matter of having a clear vision of what you want, then shifting into the proper mindset and taking the right actions that will lead to achieving your wealth goals.If you have any questions about charting your financial course, feel free to get in touch with me today! ... See MoreSee Less
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February is Financial Aid Awareness month! This is a great time for college-bound students to start researching their financial aid options. With a variety of grants, scholarships, and loans available, it's important to understand the differences and apply for the aid that best fits a student's needs.Grants and scholarships are forms of free money that do not need to be paid back, while loans must be repaid with interest. Grants and scholarships are often merit or need-based, meaning that a student must demonstrate financial need to be eligible, while loans are often based on credit worthiness. Loans are very rarely interest free. Knowing the differences between these types of aid can help students make sure they get the most out of their financial aid package.So in hopes to help you better understand and assess all your options, listed are some resources you can use to learn more about financial aid:1. www.studentaid.gov2. studentaid.gov/h/understand-aid3. www.fastweb.com4. www.scholarships.com5. www.finaid.org ... See MoreSee Less
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The phrase, "patience is a virtue" can be traced back all the way to the 3rd or 4th century. We have always known that the ability to wait for something without getting angry or upset is a valuable quality to have. Today, we live in a world of instant gratification, and patience has been lost to many of us. There are many techniques we can use to help build our patience back up. Yoga is one of the best and most commonly practiced methods of building patience. Patience is implicitly taught through the duration it takes to master a pose or to hold your breath steady and calm. Similarly, practicing patience is very important in mastering the art of investing. Investing impulsively and emotionally can be harmful to your overall returns. Moreover, once you have selected the right asset allocation and invested your money, do not be impatient with returns. Wealth and money grow over time.Have patience! ... 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.

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CONTACT ME

8925 West Post Road, 2nd Floor Las Vegas, NV 89148
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.