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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Ever wonder what it's like to work with a financial advisor who gets YOU? At Financial Yogi, we're all about building a relationship that goes beyond just chasing riches.Here's a sneak peek into your journey with us:1. We'll chat, get to know your financial dreams (and anxieties!), and map out a clear, easy-to-understand plan (no financial jargon here!).2. We'll analyze your current situation, understand your goals, and personalize a strategy that fits YOUR life.3. Got a question? Need a pep talk? We're here and ready to keep you moving forward.4. But what about a curveball? We're glad you asked! We'll adapt your plan as your life changes (new job? growing family?). We're in this for the long haul!5. Actionable Steps: We won't just give you advice, we'll help you implement it! Plus, we'll track your progress and make adjustments as needed.Ready to ditch the financial stress and move towards well-being? We're still accepting clients for 2024! Schedule your free discovery call today - let's chat and see if we're a good fit! ... See MoreSee Less
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Investing can feel like a rollercoaster sometimes, especially when you see those headlines screaming about the market going crazy! But before you hit the eject button, let's talk about some common mistakes we all tend to make.-------------------------------------------------------------------Investing can be complex, but it doesn't have to be scary! If you're feeling overwhelmed, let us help! We can work with you to create a plan that fits your unique needs and risk tolerance, and we'll be there to guide you along the way. Let's chat! ... See MoreSee Less
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📣 ICYMI: Your employer can now match your student loan repayments as 401(k) contributions. Yes, you read that right! Thanks to the Securing a Strong Retirement (Secure 2.0) Act, companies are embracing a fantastic new benefit to enhance your financial wellness. This is a game-changer for many who are juggling student debt with the need to save for retirement.Here's how it works:✅ If you pay 5% of your $70,000 salary, for instance, towards student loans, your employer can contribute an equivalent 5% to your 401(k). That’s up to $3,500 annually towards your retirement savings, without you having to put a cent into your 401(k)!✅ You need an eligible retirement account (401(k), 403(b), 457(b), or Simple plan) and to be paying off a "qualifying education loan."✅ You’ll need to self-certify your loan payments. While the process may vary by employer, proof of payment is likely required.Before you jump in, consider whether you can leverage other retirement benefits simultaneously for maximum impact. Some employers may require you to split your focus between loan repayments and direct retirement contributions.For those who’ve had to sideline their retirement savings to manage student debt, this new option might just be your pathway back into the saving game. Stay informed and check with your benefits department to explore your options! ... 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.