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.
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.
Estate Planning Basics: What Everyone Should Know Estate Planning Basics: What Everyone Should Know Written By Caitlin Allard, CFP®, EA July 1, 2025 When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless
DI Awareness Month DI Awareness Month Written by Raymond Bell June 1, 2025 Disability Insurance is insurance for your income if you become disabled and not able to work. Most people have the coverage through their work in the form of group short-term disability and long-term disability. The coverage is usually paid in full or
Tax Season’s Over: Time to Revisit Your W-4 Withholding Tax Season’s Over: Time to Revisit Your W-4 Withholding Written by Wealth Consulting Group’s Caitlin Allard, CFP, EA May 1, 2025 Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received
The Unsung Hero: The Primary Caregiver The Unsung Hero: The Primary Caregiver Written by Wealth Consulting Group’s Ray Bell April 1, 2025 Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he seamlessly moved between dramatic, comedic, romantic, and action roles,
Navigating Policy Shifts: An Investor’s Perspective Navigating Policy Shifts: An Investor’s Perspective Written by Wealth Consulting Group’s Chief Investment Officer, Jim Worden March 5, 2025 The last four trading sessions have underscored that volatility is back. It always is when accompanied by lots of uncertainty. But this uncertainty hasn’t been about whether the Fed will
New Opportunities for Life Insurance New Opportunities for Life Insurance February 1, 2024 The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an important piece of protecting your loved ones. According to a 2020 LIMRA study
Planning for Long-Term Care: What You Need to Know Planning for Long-Term Care: What You Need to Know December 1, 2024 Many people mistakenly believe they’ll never need skilled nursing care or that Medicare will fully cover it. This misconception arises from confusion between Medicare (federal health insurance for those 65+) and Medicaid (a joint
Understanding How to Hold Title of Assets: Choose Wisely! Understanding How to Hold Title of Assets: Choose Wisely! November 1, 2024 When you purchase your first home or open a taxable account, you might be asked, “How would you like to hold title to this?” For many, this question can be confusing, and it’s not
Ten Items Often Overlooked in Your Life Insurance Policy Ten Items Often Overlooked in Your Life Insurance Policy August 1, 2024 Life insurance policies are incredibly detailed, and even a good policy might not cover everything you should know. Here are ten items every life insurance consumer should be aware of: • The Free Look Period: Every
Overcoming 3 Common Barriers to Estate Planning Overcoming 3 Common Barriers to Estate Planning July 1, 2024 Chances are, you’re investing considerable time and effort into achieving financial milestones, both big and small. From submitting a final payment on a burdensome debt and finally reaching a fully funded emergency fund to ramping up your retirement
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