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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One key concept in yoga is "sthira sukham asanam" - finding stability and ease in your posture. This translates beautifully to finances! The key is to build a stable financial foundation through budgeting, saving, and smart investing. Then you can find ease in knowing you're on track and can enjoy life's adventures.Happy International Day of Yoga! 🧘‍♂️ ... See MoreSee Less
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Summer's officially here! ☀️ Time for vacations, BBQs, and maybe a little financial fine-tuning. Here are 3 easy moves to make your finances sizzle this season:1) Make the most of your cash - If you have money sitting in a regular savings account, you might be losing out on hundreds of dollars of interest. Instead, deposit that amount into a high-yield savings account. The main benefit of an HYSA is that they offer higher rates. According to the FDIC, the average interest rate for a regular savings account is just 0.46% (as of April 2024). Many high-yield savings accounts currently offer rates up to 11 times more than what traditional accounts are paying.2) Rebalance your portfolio - Rebalancing refers to reestablishing the weighting of the asset allocation back to the investment plan. Review your asset allocation at least once a year and make any changes needed at that time.3) Open a holiday savings account - Many people find themselves overspending during holiday seasons, leading to financial strain in the new year. If you find this pattern familiar, consider taking action to change it this year. As the holidays approach, begin setting aside funds in a dedicated account for travel, gifts, and celebrations.Make these moves part of your summer routine to maintain a healthy financial season! 🌞💰📈 ... See MoreSee Less
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There is a gap between what people 𝘵𝘩𝘪𝘯𝘬 is happening in the economy and the stock market, and the 𝗮𝗰𝘁𝘂𝗮𝗹 𝗳𝗮𝗰𝘁𝘀. A recent poll showed many people feeling like things are rough, and I totally understand why! Headlines can be scary, and it's hard to know what to believe.But here's the thing: the reality might be better than you think! Let's break down some common misconceptions:📉 Myth 1: "We're in a recession."Reality: Not at all! The U.S. has seen growth every year since the 2020 downturn:2021: +5.8%2022: +1.9%2023: +2.5%2024 (Q1): +1.6%📊 Myth 2: "The S&P 500 is down this year."Reality: It was up by 11.2% year-to-date at the last check and has hit 24 all-time highs this year. This shows a resilient and growing market, contrary to public sentiment. 📊📈 Myth 3: "Inflation is rising."Reality: While prices are still higher than pre-pandemic times, inflation has actually been trending down. There's even been some good news about price drops on groceries!🚀 Myth 4: "Unemployment is sky-high."Reality: Contrary to the belief that we're near a 50-year high, unemployment is actually near a 50-year low at 3.9% as of April 2024. This is a testament to a strong job market and economic resilience. So, why this gap between perception and reality? It's often due to the headlines and stories that dominate our screens. While they capture attention, they don't always tell the full story. That's why it's crucial to look beyond the headlines and understand the broader data.💡 Actionable Tips:Stay Informed: Regularly update yourself with reliable economic data.Consult Professionals: Chat with a financial advisor to align these trends with your financial strategy.Adjust Investments: Consider reviewing your portfolio to ensure it captures current market opportunities.Let’s stay informed and make empowered financial decisions together! ... 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

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.